Clayton Morris on LinkedIn: As AI dominates headlines, companies and investors are rushing to tap into… (2024)

As the Federal Reserve delays rate cuts, Richard Madigan, J.P. Morgan Private Bank’s Chief Investment Officer, advises a cautious approach, indicating a longer road to easing. From the likelihood of a bumpy disinflationary path and the U.S. dollar’s resilience to the need for an adjustment in investors’ return expectations, here are our CIO’s market insights for this quarter. https://bit.ly/3UKfREi.

A growing number of families with multigenerational wealth are starting family offices to help them manage, sustain and grow their financial and nonfinancial assets. A family office can offer a personalized array of benefits, from holistic financial management to governance strategies. In this article, we discuss how to determine if a family office would benefit your unique situation, and share a few steps you can take to get started on a business plan: https://bit.ly/4bkICys.

We’ve had a high-conviction outlook on private credit—loans extended by asset managers to corporate borrowers—for quite some time. Despite a drip of negative headlines surrounding the space, we believe the asset class is still worth considering. Here’s more about why and some things to watch for. https://bit.ly/3yheDJ9.Investment in private credit is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

When sharing your wealth with your family, a few factors have to be considered to align your intentions with your wealth strategies and long-term goals. Stay ahead with our key pointers for a smooth gifting journey. https://bit.ly/4dy8BDZ.

Is now a good time to buy a luxury home? The short answer is yes. While prices have outpaced the broader market, there are good reasons behind the surge—and there aren’t any signs those factors will change anytime soon. Learn more about the trends and how you might craft a strategic plan for a purchase. https://bit.ly/3U5TokR.

For investors in artificial intelligence, it may be time to expand the approach. We recommend considering international companies and exploring potential opportunities across the value chain, including infrastructure, software and AI applications. Explore the difference between AI 1.0 and 2.0 as this game-changing technology continues to evolve. https://bit.ly/3UmG0tO.International investments may not be suitable for all investors. International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation policies outside the U.S. can raise or lower returns. Some overseas markets may not be as politically and economically stable as the United States and other nations. Investments in international markets can be more volatile.

Markets typically see the economic backdrop, not election results, as their primary driver. With that said, different policy approaches to issues such as tariffs and tax cuts could affect your investments. Here’s what we believe you should know. https://bit.ly/3TsHMb2

We have been monitoring our top 5 investment themes for the year as revealed in our #Outlook2024—and we still believe there haven’t been this many attractive investment options to consider in more than a decade. Here, we test our five big insights to see how our views have evolved. #jpmorganprivatebank

As inflation moves steadily lower, it paves the way for the return to a “negative” stock-bond correlation. That’s a positive for investors looking to diversify portfolios. Here is what’s been happening with the relationship between stocks and bonds, and why it matters.