What are the forces shaping global markets and economies in 2025? How will improving macro fundamentals play out against a backdrop of heightened geopolitical uncertainty? And what’s the impact on portfolios?

Get answers to all these questions and more with in-depth outlooks from top analysts and market strategists across J.P. Morgan. Explore the latest insights below.

  • Outlook

    2025 Year-Ahead Investment Outlook: Out of the cyclical storm and into the policy fog

    Explore our Year-Ahead Investment Outlook for 2025 and see our forecasts and potential investment opportunities amidst the evolving economic and market landscapes.

  • Outlook

    Outlook 2025: Building on strength

    After the past year’s market gains, you’re in a position of strength. But do you have the flexibility to make the most of investing in 2025?