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Home Insights Topics U.S. Equities

U.S. Equities

U.S. equity valuations remain attractive as the economy slowly recovers.
U.S. Equities
Aug 27, 2015|DOCUMENT
Use these slides to help address recent market volatility with clients.
Aug 27, 2015|DOCUMENT
Utilize speaker notes for the presentation "Putting recent market volatility into perspective" to help address recent market volatility with clients
Aug 20, 2015|DOCUMENT
In this mid-quarter publication, the Global Market Insights Team examines the big issues shaping global economies and markets and identifies the opportunities and risks for investors.
Aug 13, 2015|DOCUMENT
This bulletin, written by David Lebovitz, discusses the global opportunity set in a changing investment environment.
Aug 10, 2015|DOCUMENT
A weekly review of global markets and multi-asset portfolios.
Aug 06, 2015|DOCUMENT
This bulletin, written by James Liu and Abigail Dwyer, recaps the second quarter earnings season and how U.S. equities are still favorable despite the slowdown in EPS growth.
Jul 30, 2015|DOCUMENT
Dr. David Kelly hosts a broad market call to discuss the economy on July 30, 2015.
Jul 20, 2015|AUDIO
Listen in as Paul Quinsee, Head of U.S. Equity, and Portfolio Managers Clare Hart and Jonathan Simon, all for J.P. Morgan Asset Management, explore reasons why equities should be positioned into client portfolios.
Jul 09, 2015|VIDEO
Watch as J.P. Morgan Funds' Chief Global Strategist Dr. David Kelly reviews current equity valuations and discusses how bear markets are typically the result of an economic shock, not higher P/E ratios.
Jul 01, 2015|DOCUMENT
Opportunities for further gains as earnings grow.

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