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J.P. Morgan Asset Management · consulting-deck

1Q24 GTM update 3.01.24 Jackson

24 pages · 4 arc beats · 3 loops

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1Q24 GTM update 3.01.24 Jackson

J.P. Morgan Asset Management
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 20 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
What Is 5 slides 100% 5/5 slides 100% 5/5 slides · 28 hits
— 0/5 slides
80% 4/5 slides
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100% 5/5 slides
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What Could Be 5 slides 100% 5/5 slides 100% 5/5 slides · 32 hits
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100% 5/5 slides 20% 1/5 slides 100% 5/5 slides 100% 5/5 slides What Could Be 5 slides 100% 5/5 slides 100% 5/5 slides · 27 hits
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80% 4/5 slides
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100% 5/5 slides 100% 5/5 slides New Bliss 5 slides 100% 5/5 slides 100% 5/5 slides · 28 hits
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40% 2/5 slides 20% 1/5 slides 100% 5/5 slides 100% 5/5 slides

Slide inventory

24
every slide · same image gating as the playbook
01
Slide 1
Includes a 'Celebrating 20 Years' badge.front_matter
Open slide detailBeat · What Is
02
Includes a line chart showing historical GDP vs trend growth and a stacked bar chart showing GDP components.establish_context
Open slide detailBeat · What Is
03
Includes three distinct charts: a stacked bar for assets/liabilities, a line chart for debt service ratio, and a multi-line chart for delinquency rates.analyze_data
Open slide detailBeat · What Is
04
Includes a 50-year average table for both metrics.analyze_data
Open slide detailBeat · What Is
05
Includes a heatmap visualization of various labor market metrics over time.analyze_data
Open slide detailBeat · What Is
06
Includes CBO baseline economic assumptions table and historical charts for deficit and debt.analyze_data
Open slide detailBeat · What Could BeLoop · Cost Of Inaction
07
Includes a waterfall-style decomposition of EPS growth and a historical line chart of profit margins.analyze_data
Open slide detailBeat · What Could BeLoop · Cost Of Inaction
08
Part of J.P. Morgan Asset Management 'Guide to the Markets' series.analyze_data
Open slide detailBeat · What Could BeLoop · Cost Of Inaction
09
J.P. Morgan Guide to the Markets slide.analyze_data
Open slide detailBeat · What Could BeLoop · Cost Of Inaction
10
Includes a line chart showing relative P/E ratios and a grouped bar chart showing annualized returns by interest rate buckets.analyze_data
Open slide detailBeat · What Could BeLoop · Cost Of Inaction
11
J.P. Morgan Guide to the Markets slide 11.analyze_data
Open slide detailBeat · What Could BeLoop · Voice Of Customer
12
The chart highlights recession periods with grey vertical bars and includes a dashed horizontal line representing the 50-year average for CPI.analyze_data
Open slide detailBeat · What Could BeLoop · Voice Of Customer
13
Includes a table of FOMC December 2023 economic forecasts for GDP, unemployment, and inflation.analyze_data
Open slide detailBeat · What Could BeLoop · Voice Of Customer
14
The chart uses a floating bar (range) with markers for median and current values.analyze_data
Open slide detailBeat · What Could BeLoop · Voice Of Customer
15
J.P. Morgan Guide to the Markets slide.analyze_data
Open slide detailBeat · What Could BeLoop · Voice Of Customer
16
The chart highlights periods of international developed equity outperformance with shaded vertical bars.analyze_data
Open slide detailBeat · New BlissLoop · Mece Breakdown
17
J.P. Morgan Guide to the Markets slide 17.analyze_data
Open slide detailBeat · New BlissLoop · Mece Breakdown
18
The slide uses 5y5y swaps to measure expectations. The right-hand chart highlights that international developed value stocks tend to outperform growth stocks inanalyze_data
Open slide detailBeat · New BlissLoop · Mece Breakdown
19
The chart highlights the divergence in economic sentiment based on political affiliation, while the inset table provides historical market performance data.analyze_data
Open slide detailBeat · New BlissLoop · Mece Breakdown
20
This is a classic 'Callan Periodic Table of Investment Returns' style chart, often used to demonstrate the lack of persistence in asset class performance.summarize
Open slide detailBeat · New BlissLoop · Mece Breakdown
21
The chart illustrates that while CD rates peak during hiking cycles, other asset classes often provide superior returns in the 12 months following the peak.analyze_data
Open slide detail
22
Standard J.P. Morgan appendix slide for index methodology.appendix
Open slide detail
23
This is a standard disclosure/definitions slide found in J.P. Morgan Asset Management decks.appendix
Open slide detail
24
appendix
Open slide detail