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Quarterly Guide to the Markets - Third Quarter, 2024

Cover Slide:

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Economic and Market Update for Q3 2024

As of August 31, 2024

Welcome to our quarterly guide that provides a comprehensive overview of economic developments and market dynamics. In this issue, our Chief Global Strategist, Dr. David Kelly, offers insights into key themes shaping the current quarter.

Opening Remarks

Dr. David Kelly introduces this quarter's update by highlighting major events that have influenced markets since our last publication on June 30th.

Key Takeaways

• Macro Environment: An analysis of global economic indicators such as GDP growth, inflation rates, and central bank policies.

• Market Performances: An assessment of stock market indices, bond yields, commodities, and other asset classes performance throughout Q2.

• Investment Themes: Insights into emerging trs in sectors like technology, healthcare, sustnability, and geopolitical impacts on markets.

Dr. David Kelly’s Preview

A detled commentary by Dr. David Kelly previewing the mn themes to expect during this quarter’s seminar:

1. Global Economic Trs

2. Market Expectations for Interest Rates

3. Investment Strategies for Diversification

4. Tactical Insights for Asset Allocation

Further Resources

Explore additional collections of our quarterly Guide to the Markets, updated on a quarterly basis.

Insights into Big Themes

Our global macro strategists provide in-depth analysis and guidance on today's most significant investment topics.

Weekly Market Recap

Access a weekly snapshot that summarizes market performance and highlights recent headlines impacting asset classes.

Guide to Alternatives

Gn insights on various alternative assets including real estate, private credit, private equity, hedge funds, and more.

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J.P. Morgan Asset Management’s Digital Platform

Enjoy seamless access to investment strategies, performance data, and personalized advice through our state-of-the-art digital solutions designed for today's on-the-go investors.

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Privacy Information

We are committed to upholding your privacy rights. Your personal information will be handled with strict confidentiality in accordance with our policies.

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Connect with Us

For further assistance or specific inquiries, feel free to reach out to us directly:

• Contact Information

Legal Notice

All investments carry risks including the loss of principal. J.P. Morgan Asset Management encourages all investors to consult their financial advisor before making investment decisions.

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This guide is a comprehensive resource designed for informed decision-making in today's complex financial landscape, on both strategic and tactical aspects of investing across various asset classes.

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