Research

market commentary

Guide to the markets

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.


Economic & Market Update: Dr. David Kelly, Chief Global Strategist, use some slides of Guide to the Markets to highlight the major themes and concerns impacting investors.

portfolio analysis

Use Morningstar Instant X-Ray to evaluate your asset allocation and sector weightings, uncover concentrated positions, and view the stock holdings behind your mutual funds. View a sample Instant X-Ray report.