Steven Hoffmann on LinkedIn: #jpmorganprivatebank #midyearoutlook (2024)

Since launching our 2024 #MidYearOutlook: A Strong Economy in a Fragile World, we’ve been getting feedback from clients around the world. While there is much excitement for the year ahead, questions and concerns remain. In the spirit of summer, this week’s #TopMarketTakeaways answers your top five questions with the help of a “road trip” playlist. https://bit.ly/3RC79am.

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Geopolitical risks are reshaping global markets. In the midst of discussions around national security and defense spending, more than 1.5 billion people around the world will go to the polls this year. How can investors prepare for these impending changes? Read on to learn more about four emerging areas that will be integral to the future of security—national defense, energy provision, supply chains and cybersecurity. https://bit.ly/4cromeP.

This week’s macro mania gave us confidence in our #MidYearOutlook. Stocks have been hitting new highs and bonds are rallying, while disinflation is sending a cool wave through the summer heat. Genuine risks around elections and geopolitical turmoil persist, but the global economy is strong. How can investors respond? In #TopMarketTakeaways, we discuss five actions worth considering in your portfolio today. https://bit.ly/4ciKuYH.Bonds are subject to interest rate risk, credit and default risk of the issuer. Bond prices generally fall when interest rates rise. The price of equity securities may rise or fall due to the changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. Equity securities are subject to "stock market risk" meaning that stock prices in general may decline over short or extended periods of time.

Our vast network of single-family offices has given us a deep understanding of what the world’s wealthiest families are thinking about. In this webcast, we discuss key takeaways from the 2024 Global Family Office Report, which contains insights from our international survey of 190 wealthy families. Listen as our specialists—William Sinclair, Head of FIG and U.S. Private Bank Family Office; Elisa Rizzo, Head of Family Office Advisory; and Jamie Lavin Buzzard, Head of Family Office Investments & Advice— discuss trends among family offices in investment management, governance, succession planning and much more. Click here to watch: https://bit.ly/3yYlRlH.

Newly released: Mid-Year Outlook 2024. A strong economy in a fragile world. The economy is stronger than you think. Yes, geopolitical risk is real. But stocks can move higher as markets find renewed momentum in a robust global economy. Are you embracing the rally? Read our #MidYearOutlook2024: https://bit.ly/3VBLOzh. #jpmorganprivatebank

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Did we make the grade? Ahead of our #MidYearOutlook release, we discuss in this week’s #TopMarketTakeaways what we got right and wrong in our last edition. As anticipated, inflation continued to cool, the Federal Reserve remains on track for a rate cut, and stocks entered a sweet spot. With volatility, recession risk and rate cuts in mind, we did think fixed income would be more competitive with stocks—though we still think bonds have a role to play. Read on for the full assessment, and to hear what opportunities excite us most. https://bit.ly/3VhnvpQ.

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As AI dominates headlines, companies and investors are rushing to tap into its potential. But are they properly weighing the impacts and risks? Using sustainability as one of the many lenses, we cut through the hype to identify key areas where we think AI has the most potential, and analyze possible impacts to bottom lines. Here’s what to look for to make thoughtful, prudent investments in AI. https://bit.ly/3wM0eEx

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As we’ve seen this week, the dynamics surrounding inflation, central bank policy, U.S. elections and geopolitics can create volatility. Some are questioning whether it’s time to “get out” of the market or hold on to excess cash—but we think now is actually the time to get (or stay) invested. Read on for five principles to help you embrace the unknown in this week’s #TopMarketTakeaways: https://bit.ly/3Kmv5dQ

It’s been a story of strength for markets so far this year, fueled by an economy that has remained robust in the face of a host of challenges. As we welcome the start to summer, #TopMarketTakeaways searches for the market’s secret to success and contemplates what could come next. https://bit.ly/3wVu612.