The Guide to the Markets is a slide-driven publication produced by J.P. Morgan Asset Management. It converts the ever-shifting economic and market landscape into a curated set of graphs, tables, and visual stories that can be downloaded or presented directly from a browser. Whether the audience consists of wealth advisors, institutional managers, or corporate treasuries, the resource supplies a single, objective point of reference anchored in clearly sourced data.
Spanning a broad universe of topics, the guide covers equities, macro-economics, fixed income, international markets, alternative assets, and core investment principles. Each chart is sourced from the firm’s internal research or reputable third-party providers, with footnotes that disclose the origin of every data point. This architecture allows professionals to ground portfolio debates, client conversations, and board presentations in a shared factual foundation.
Scope and depth of the visual catalogue
Within the Guide to the Markets readers encounter more than a dozen thematic sections. The equity module highlights sector performance, valuation multiples, and earnings trends, while the fixed-income chapter presents yield curves, credit spreads, and sovereign risk metrics. A dedicated alternatives section visualises private-equity inflows, real-asset allocations, and hedge-fund style indexes. Each slide is designed to be self-explanatory: titles summarize the insight, legends decode colours, and source citations appear in the footer.
Beyond raw numbers, the guide reinforces investment principles such as diversification, risk-adjusted return, and long-term horizon thinking. By juxtaposing macro indicators—like unemployment rates or purchasing-manager indexes—with asset-class performance, the publication helps users see the cause-and-effect relationships that drive market moves. The result is a toolbox where data and strategy are tightly interwoven.
Update cadence and how to access the material
The publication is refreshed each quarter. During the update window, the Market Insights team evaluates emerging economic narratives, regulatory shifts, and market-wide events, then revises or adds slides accordingly. Underlying data feeds are refreshed daily, which means that a user who downloads the most recent quarterly edition receives the freshest numbers available at the time of download.
Access is free through the J.P. Morgan Asset Management website and its dedicated Insights app. Users may view the interactive slide deck online or download a PDF version for offline reference. While the core slides are universally available, certain interactive features—such as drill-down data tables or customised regional views—require a simple login to ensure the content is tailored to the appropriate professional audience.
Practical usage, regional editions and compliance notes
Financial professionals can embed individual slides into client presentations, investment-committee decks, or written research notes without altering the original layout. The guide includes a set of disclosure pages that must accompany any reproduced slide, and the J.P. Morgan branding may not be removed. Users are instructed to always start from the latest quarterly edition to guarantee consistency across teams.
Regional teams led by Tai Hui (APAC), Gabriela Santos (Americas) and Karen Ward (EMEA) produce seven localized versions in twelve languages, covering 42 countries. These editions adapt the core charts to reflect local market indices, economic statistics, and regulatory environments. In addition to the main guide, companion publications—such as the Guide to Alternatives, Guide to Retirement, and Guide to ETFs—are offered through the broader Insights program, expanding the suite of data-driven resources available to advisers worldwide.
