J.P. Morgan Asset Management · consulting-deck
mi daily gtm us
71 pages · 3 arc beats · 2 loops
mi daily gtm us
J.P. Morgan Asset Management arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 25 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
What Is 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits — 0/5 slides
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What Is 10 slides 100% 10/10 slides 100% 10/10 slides · 59 hits — 0/10 slides
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100% 10/10 slides 60% 6/10 slides What Could Be 10 slides 100% 10/10 slides 100% 10/10 slides · 58 hits — 0/10 slides
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100% 10/10 slides 50% 5/10 slides Slide inventory
71 every slide · same image gating as the playbook
02
The slide uses a world map as a background to visualize the geographic distribution of the team members.other
Open slide detailBeat · What Is
03
The slide acts as a navigational guide for the deck, organized by asset class and economic themes.front_matter
Open slide detailBeat · What Is
04
The slide uses a combination of a line chart and a summary table to compare market characteristics at specific historical dates.analyze_data
Open slide detailBeat · What Is
05
The chart includes horizontal dashed lines representing the 30-year average and +/- 1 standard deviation bands.analyze_data
Open slide detailBeat · What Is
06
The slide highlights the current market position (Mar 30, 2026: 19.2x) on both charts.analyze_data
Open slide detailBeat · What Is
07
Includes historical data and consensus forecasts for 2025-2027.analyze_data
Open slide detailBeat · What Is
08
Data as of March 30, 2026. Shows significant divergence in valuation and weight for top 10 companies.analyze_data
Open slide detailBeat · What Is
09
Includes performance index chart, year-over-year earnings growth bar chart, and a dispersion bar chart by company.analyze_data
Open slide detailBeat · What Is
10
The chart illustrates the shift in market leadership over 40 years, highlighting the concentration of market cap in the top 10 firms.analyze_data
11
Part of the J.P. Morgan Guide to the Markets series.analyze_data
12
The chart displays the range of valuations (grey area) and the median P/E (green line) over time.analyze_data
13
Includes a growth vs value table and a multi-metric bar chart for valuation and earnings quality.analyze_data
14
The slide uses a matrix structure to display performance metrics over different time horizons and valuation ratios relative to historical averages.analyze_data
15
The table provides a detailed breakdown of sector-specific financial data as of March 30, 2026.analyze_data
16
The chart illustrates that despite significant intra-year volatility, annual returns are frequently positive.analyze_data
Open slide detailBeat · What Could Be
17
The chart uses a line to track the total real GDP growth rate over the stacked components.analyze_data
Open slide detailBeat · What Could Be
18
Part of the J.P. Morgan Guide to the Markets series.analyze_data
19
The slide uses JOLTS data to illustrate labor market trends, specifically focusing on the post-COVID spike and subsequent normalization.analyze_data
20
Part of the J.P. Morgan Guide to the Markets series.analyze_data
21
Includes a data table inset comparing CPI and PCE deflator metrics.analyze_data
22
J.P. Morgan Guide to the Markets slide 22.analyze_data
23
The slide uses a combination of a bar chart for absolute capex and a line chart for financial ratios, highlighting the shift in investment intensity.analyze_data
Open slide detailBeat · What Could Be
24
Includes three distinct charts: a horizontal bar chart for industry adoption, a line chart for spending/usage trends, and a grouped bar chart for AI agent deploanalyze_data
Open slide detailBeat · What Could Be
25
The chart highlights specific tariff rate peaks in 2025 and 2026.analyze_data
Open slide detailBeat · What Could Be
27
Includes J.P. Morgan Asset Management estimates for missing data points.analyze_data
28
Includes CBO baseline economic assumptions and historical data from 1940/1973 to 2036.analyze_data
29
The chart uses a line graph to track sentiment, with shaded vertical bars indicating recession periods and blue dots marking specific sentiment turning points.analyze_data
30
Includes a table of FOMC March 2026 forecasts for GDP, unemployment, and inflation.analyze_data
31
The chart highlights the peak nominal yield in 1981 and provides a comparison table of averages versus current values as of March 30, 2026.analyze_data
32
The slide provides a comprehensive overview of fixed income performance metrics and sensitivity to interest rate changes.analyze_data
33
The chart illustrates the evolution of the yield curve from peak inversion to the current date.analyze_data
34
The chart highlights historical rate cutting cycles and includes a table of current and projected market expectations.analyze_data
35
Includes J.P. Morgan Asset Management 'Guide to the Markets' branding.analyze_data
36
Contains three distinct charts related to US municipal finance metrics.analyze_data
37
The chart uses a floating bar chart (range) with markers for median and current values.analyze_data
38
The chart uses a stacked bar format to show the composition of the fixed income market by sector, with percentages indicating the split between index-captured aanalyze_data
39
The slide includes a detailed data table and a historical stacked area chart of the global bond market size.analyze_data
40
The chart uses an R-squared value of 89% to demonstrate the predictive power of starting yields on future returns.analyze_data
41
The chart illustrates the resilience of bond market returns despite periodic volatility.analyze_data
42
The slide provides a comparative view of regional and country-specific equity performance and long-term market share trends.analyze_data
43
The chart highlights a correlation between periods of a declining dollar (shaded grey) and international outperformance.analyze_data
44
The chart uses a stacked bar format to show the contribution of different factors to total equity returns, with a diamond marker indicating the total return.analyze_data
45
The slide uses two line charts to track total returns indexed to 100 as of Oct 12, 2022.analyze_data
46
The slide uses a combination of floating bar charts (for ranges) and diamond markers (for current/future points) to illustrate valuation spreads.compare_peers
47
Includes historical data and consensus estimates for future earnings.analyze_data
48
The heatmap uses color to represent PMI values relative to the 50-point threshold, indicating economic expansion or contraction.analyze_data
49
The slide uses a line chart for policy rates and a grouped bar chart for investment growth, highlighting divergence in monetary and fiscal strategies.analyze_data
50
The chart uses a 60/40 portfolio as the benchmark for correlation. Yield is represented by bubble size.analyze_data
51
The chart illustrates the volatility of capital appreciation compared to the relatively stable income component.analyze_data
52
The slide uses a stacked bar chart for U.S. funding gaps and a waterfall chart for global regional investment needs.analyze_data
53
The slide uses three distinct charts to illustrate the shift from public to private markets over time.analyze_data
54
The slide contrasts the regulatory-driven decline in traditional bank lending with the secular growth of private credit markets.establish_context
55
The chart uses a box-plot style representation for manager dispersion across 8 asset classes.compare_peers
56
The slide uses a 'periodic table' layout to visualize the volatility and lack of persistence in asset class performance over time.analyze_data
57
The chart illustrates how volatility decreases as the investment time horizon increases.analyze_data
59
The slide uses two distinct chart types to illustrate cyclicality: a bar chart for economic duration and a line chart for market performance recovery.analyze_data
60
The chart demonstrates that longer investment time horizons increase the probability of positive returns, with the 60/40 portfolio consistently outperforming thquantify_impact
61
The slide uses a line chart to show historical market floors and a bar chart to compare investment performance at ATHs vs random days.quantify_impact
62
The chart uses a stacked bar format to represent the range of returns between the 10th and 90th percentiles.analyze_data
63
The chart illustrates how market performance causes the initial 60/40 allocation to drift over time without rebalancing.analyze_data
64
Includes a table summarizing average correlation and inflation across different historical periods.analyze_data
65
The chart highlights that even in positive market years, a vast majority of individual stocks experience significant intra-year drawdowns.analyze_data
66
The chart highlights that active mutual funds consistently generate higher capital gains distributions compared to other investment vehicles.analyze_data
67
The slide uses stacked area charts to show the growth of assets over time, accompanied by summary tables for average and latest allocations.analyze_data
68
The chart uses a stacked area format to show the composition of the ETF market (Market-cap weighted, Factor, Active).summarize