J.P. Morgan Asset Management - A rolling selection of articles related to the Coronavirus

Contributor: Karen Ward - Chief Market Strategist, EMEA 

To access each article simply click on the heading below:

Monitoring the global impact of COVID-19 - updated weekly

The spread of the coronavirus and its impact on global economic activity are increasingly troubling investors. Trying to predict the final outcome is a fool's errand. In its weekly produced market bulletin, J.P. Morgan provides a framework for tracking infection rates globally, monitoring the impact on economic activity using high frequency or daily data, and assessing the economic linkages that could serve to transmit economic stress.

The Weekly Brief - updated weekly

The Global Markets Insights Strategy Team provide some of the latest market stats in their weekly update.

Review of markets over July 2020- 03/08/20

July provided further evidence that economic activity has improved since lockdowns were lifted, but high-frequency data pointed to a pause in the recovery, particularly in the US.

Could the policy response to Covid-19 lead to a resurgence in inflation?- 27/07/20

Central banks are printing money and governments are showering it round the economy. Government debts levels are eye-wateringly high. It’s no wonder investors are questioning whether a resurgence in inflation is on the cards.

US Presidential Election 2020 - July 2020

The US presidential election will take place on 3 November 2020. The result will have important implications for investors, as the combination of policies employed by the next administration could have a significant influence on whether the US stock market can continue the outperformance that it has recorded for much of the last decade. Our regularly updated election insights provide investors with all they need to know as the election story evolves.

Mid-year investment outlook 2020 - July 2020

Return to normality… but not in H2

Why are people talking about Brexit risks...again? - 12/06/20

While the UK did officially leave the EU on 31 January, for the economy nothing actually changed since the UK entered into an 11-month period of transition. During this period, the UK and EU were supposed to agree on a future trade arrangement to commence on 1 January 2021. If the UK felt more time was needed for the negotiations it could request an extension to the transition period. But that request had to be made by 30 June. Hence people are talking about Brexit again now.

Income hunting: If life was tough before, it’s even tougher now - 19/05/20

For income-hungry investors, the menu of low-risk options already looked fairly sparse at the start of this year. Fast forward a few months and the challenge is even greater.

COVID-19 shows ESG matters more than ever - 08/05/20

Has the pandemic slowed down the momentum for sustainable investing in the financial industry? Market flows suggest otherwise. In the U.S., for example, Morningstar reported almost USD 10 billion of inflows to sustainable open-end mutual funds and exchange-traded funds in Q1 2020, already over half the total for the whole of 2019. In this piece, we analyse the implications of the COVID-19 crisis through the lens of sustainability, identifying both short-term repercussions and some fundamental long-term shifts in how ESG factors will be considered in the context of investment.

Review of markets over April 2020 - 01/05/20

After the severe shock in March, markets rebounded strongly in April. COVID-19 continued to spread globally, but some countries saw daily new infection rates start to fall and are now planning to gradually reopen their economies. Governments and central banks introduced very significant stimulus measures to reduce the damage caused by the economic shutdown, restoring some positive sentiment to markets.

The Great Glut: A historic supply and demand shock in the oil market - 20/04/20

Rising production and collapsing demand due to the COVID-19 pandemic is causing an unprecedented glut in the oil market. As a result, we are currently witnessing a pronounced supply and demand shock that has sent oil prices to a multi-year low.

COVID-19 recession: Plotting a path to recovery - April 2020

With quarantine measures to tackle the COVID-19 coronavirus outbreak causing a sharp plunge in global economic activity data, investors are asking when and how the current crisis will end, and how the recovery will take shape.

Principles for long-term investment and

Guide to the Markets - Five charts for a market downturn - April 2020

While market volatility can cause anxiety, you can help your clients remain focused on their investment goals using time-tested strategies for long-term investing.

How bad will the COVID-19 recession be? - 03/04/2020

As COVID-19 continues to spread, the question has quickly shifted from whether there will be a global recession to how bad the recession will be. Will it be deep but short? Or deep and prolonged? As investors, the next question we need to ask ourselves is what is the market priced for. And will it be relieved, or disappointed?

The investment implications of COVID-19: An update - 12/03/2020

Global financial markets have continued to sell off in recent days as COVID-19 fears have mounted. While this is a global health crisis with very significant human and economic impacts, it is important for investors to consider the issue and its implications in a disciplined and calm manner

The ECB unveils targeted measures and passes the baton - 12/03/2020

On 12 March 2020, the European Central Bank (ECB) refrained from cutting its deposit rate by 10 bps, as was being priced by the markets prior to the meeting. Instead it deployed a set of targeted measures, including a temporary addition to its net asset purchases and more favourable lending conditions for euro area banks, aimed at improving credit conditions for small and medium-sized enterprises.

Value vs. Growth Investing: What would it take for value to outperform again? - 11/03/2020

With growth stocks having significantly outperformed in recent years, Michael Bell, Global Market Strategist, takes another look at the growth vs. value debate and asks whether it could now be time to consider value stocks once again?

UK monetary and fiscal stimulus – Unprecedented shock, unprecedented response - 11/03/2020

On 11 March 2020, the UK monetary and fiscal authorities provided a sizeable, coordinated package of measures to support the economy in the face of the COVID-19 outbreak.

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