J.P. Morgan Asset Management · consulting-deck
mi guide to the markets uk
99 pages · 4 arc beats · 2 loops
mi guide to the markets uk
J.P. Morgan Asset Management arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 113 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 16 hits — 0/4 slides
50% 2/4 slides — 0/4 slides
100% 4/4 slides · 5 hits 25% 1/4 slides Industry Trends 17 slides 100% 17/17 slides 100% 17/17 slides · 90 hits — 0/17 slides
70.6% 12/17 slides 5.9% 1/17 slides 100% 17/17 slides · 46 hits 100% 17/17 slides Data Table 76 slides 100% 76/76 slides 100% 76/76 slides · 415 hits — 0/76 slides
63.2% 48/76 slides · 50 hits 3.9% 3/76 slides 100% 76/76 slides · 108 hits 21.1% 16/76 slides KPI Dashboard 16 slides 100% 16/16 slides 100% 16/16 slides · 88 hits — 0/16 slides
43.8% 7/16 slides — 0/16 slides
100% 16/16 slides · 44 hits 75% 12/16 slides Slide inventory
99 every slide · same image gating as the playbook
02
The slide uses a world map background to visually anchor team members to their respective regions and cities.other
Open slide detailBeat · Setup
03
This is a table of contents or index page for a larger report.appendix
Open slide detailBeat · Setup
04
The slide uses two distinct chart types to illustrate economic outlook and current activity levels.analyze_data
05
The heatmap uses a color scale where red indicates <50, yellow indicates 50, and green indicates >50.analyze_data
06
The heatmap uses a diverging color scale where blue indicates below target, white is at target, and red is above target.analyze_data
07
Data source: Bloomberg, S&P Global, J.P. Morgan Asset Management. PMI score of 50 indicates neutral price change.analyze_data
08
Part of J.P. Morgan's Guide to the Markets series.analyze_data
09
The slide compares inflation swap data (line chart) and interest rate change expectations (bar chart) for US, Eurozone, UK, Switzerland, and Japan.analyze_data
10
Includes historical data and IMF/OECD forecasts.analyze_data
11
The slide uses two bar charts to illustrate demographic shifts impacting fiscal sustainability.analyze_data
12
The slide uses two line charts to illustrate economic trends; the left chart shows excess savings rates relative to the 2015-2019 average, while the right chartanalyze_data
13
The slide uses a dual-axis line chart for the left panel and a stacked bar chart for the right panel to illustrate macroeconomic trends.analyze_data
14
The slide uses a combination of a grouped bar chart with markers and a multi-line time series chart to illustrate currency impacts on investment performance.analyze_data
15
The slide uses a stacked bar chart for GDP components and a line chart for PMI indices, with a reference line at 50 for the PMI chart.analyze_data
16
Includes recession shading and source attribution.analyze_data
17
The slide uses dual-axis line charts to compare historical investment cycles and recent industrial production growth in tech-related sectors.analyze_data
18
The slide uses a combination of bar and line charts to illustrate labor market dynamics. The right chart includes a forecast period.analyze_data
19
The chart uses shaded vertical bars to denote NBER-defined recession periods.analyze_data
20
Part of J.P. Morgan Asset Management Guide to the Markets.analyze_data
21
The slide uses dual line charts to correlate interest rate policy with wage growth metrics.analyze_data
Open slide detailBeat · Data Table
22
The left chart uses an inverted axis for unemployment to show the correlation with the fiscal balance.analyze_data
Open slide detailBeat · Data Table
23
The left chart includes projections for 'Liberation Day', 'Pre-Supreme Court ruling', and 'Current policy'.analyze_data
Open slide detailBeat · Data Table
24
The oil price axis is inverted to show correlation with consumer sentiment.analyze_data
Open slide detailBeat · Data Table
25
The slide uses a stacked bar chart for GDP components and a line chart for PMI indices to illustrate economic trends.analyze_data
Open slide detailBeat · Data Table
26
The slide displays two distinct charts: a stacked bar chart for fiscal support and a multi-line chart for economic activity (PMI).analyze_data
Open slide detailBeat · Data Table
27
The chart highlights recessionary periods in grey and uses a dual-axis approach to compare percentage change in retail sales (LHS) against index levels of consuanalyze_data
Open slide detailBeat · Data Table
29
The slide uses two distinct chart types: a line chart for price trends and a range/area chart for seasonal inventory levels.analyze_data
Open slide detailBeat · Data Table
30
The slide uses a stacked bar chart for component breakdown and a line chart for long-term inflation trends.analyze_data
Open slide detailBeat · Data Table
31
The slide uses two line charts to illustrate monetary policy and its impact on lending.analyze_data
Open slide detailBeat · Data Table
32
The slide uses a dual-chart layout to contrast fiscal stimulus (funding vehicles) with industrial performance (manufacturing orders).analyze_data
Open slide detailBeat · Data Table
33
The slide uses a stacked bar chart for GDP components and a line chart for PMI indices.analyze_data
Open slide detailBeat · Data Table
34
Includes recession shading and J.P. Morgan branding.analyze_data
Open slide detailBeat · Data Table
35
The slide uses dual-axis line charts to illustrate economic trends in the UK labor market.analyze_data
Open slide detailBeat · Data Table
36
The slide uses two distinct chart types: a stacked bar chart for recent headline inflation components and a multi-line chart for long-term historical trends.analyze_data
Open slide detailBeat · Data Table
37
The slide uses two line charts to visualize monetary policy and inflation sentiment.analyze_data
Open slide detailBeat · Data Table
38
The slide compares debt levels (Government, Household, Corporate) with consumer sentiment (Climate for major purchases, Economic situation).analyze_data
Open slide detailBeat · Data Table
39
Part of the J.P. Morgan Guide to the Markets series.analyze_data
Open slide detailBeat · Data Table
40
The slide uses two distinct chart types: a stacked bar chart with a line overlay for GDP growth, and a multi-line chart for export destinations.analyze_data
Open slide detailBeat · Data Table
41
The slide uses a dual-axis line chart for credit growth/RRR and a waterfall chart for debt breakdown.analyze_data
Open slide detailBeat · Data Table
42
The slide uses two line charts and one embedded data table to illustrate economic indicators in China.analyze_data
Open slide detailBeat · Data Table
43
The slide uses a combination of a horizontal bar chart for net oil exports and a 100% stacked bar chart for energy mix composition.analyze_data
Open slide detailBeat · Data Table
44
The chart uses a box-plot style to visualize valuation distributions. The blue diamond represents current P/E, the green bar represents the median, the grey boxcompare_peers
Open slide detailBeat · Data Table
46
The slide uses a bar chart for regional comparisons and a line chart for time-series projections of 2026 earnings growth.analyze_data
Open slide detailBeat · Data Table
47
The chart displays 10 sectors across 5 regions, totaling 50 data points.analyze_data
Open slide detailBeat · Data Table
48
Part of J.P. Morgan Asset Management's 'Guide to the Markets' series.analyze_data
Open slide detailBeat · Data Table
49
The slide uses shaded vertical bars to indicate US NBER recession periods.analyze_data
Open slide detailBeat · Data Table
50
The slide uses two mirrored area charts to visualize market cycles.analyze_data
Open slide detailBeat · Data Table
51
Part of J.P. Morgan Asset Management 'Guide to the Markets' series.compare_peers
Open slide detailBeat · Data Table
52
The slide highlights the divergence in earnings growth between the 'Magnificent Seven' and the rest of the S&P 500, alongside historical market concentration daanalyze_data
Open slide detailBeat · Data Table
53
Includes a revenue breakdown by region for S&P 500 companies.analyze_data
Open slide detailBeat · Data Table
54
Includes a table comparing Shiller CAPE and P/B ratios against historical averages.analyze_data
Open slide detailBeat · Data Table
55
The charts illustrate the inverse correlation between valuation multiples and long-term returns, with a vertical line marking the current P/E level.analyze_data
Open slide detailBeat · Data Table
56
The slide uses two line charts to correlate infrastructure investment with market penetration of AI tools.analyze_data
Open slide detailBeat · Data Table
57
The slide uses dual-axis charts to show historical correlation and forward-looking consensus estimates.analyze_data
Open slide detailBeat · Data Table
58
The slide uses a line chart for historical P/E trends and a bar/dot chart for relative sector valuations.analyze_data
Open slide detailBeat · Data Table
59
Includes a revenue breakdown table by region and historical earnings growth ranges.analyze_data
Open slide detailBeat · Data Table
60
The slide uses a line chart for historical P/E trends and a bar/dot plot for relative sector valuation discounts/premiums.analyze_data
Open slide detailBeat · Data Table
61
The right chart uses an inverted scale for USDJPY to illustrate the correlation between a depreciating Yen and index performance.analyze_data
Open slide detailBeat · Data Table
62
The slide uses a bar chart for sector weights and a box-and-whisker plot for price-to-book ratios.analyze_data
Open slide detailBeat · Data Table
63
The slide uses two line charts to illustrate valuation trends in Chinese equities compared to historical averages and US growth stocks.analyze_data
Open slide detailBeat · Data Table
64
The chart highlights a significant increase in market concentration and risk contribution from the top 10 stocks since 2016.analyze_data
Open slide detailBeat · Data Table
65
The table displays returns in both GBP and Local currency for each asset class per year.analyze_data
Open slide detailBeat · Data Table
66
The chart groups assets into five categories: Developed market government bonds, Investment-grade bonds, Convertible bonds, High yield bonds, and Emerging markeanalyze_data
Open slide detailBeat · Data Table
67
The slide uses a line chart for historical yield trends and a scatter plot to demonstrate the predictive relationship between starting yields and future returnsanalyze_data
Open slide detailBeat · Data Table
68
The charts use a stacked area approach to show the decomposition of nominal yields into real yields and inflation expectations.analyze_data
Open slide detailBeat · Data Table
69
The slide uses a line chart to show historical yield cushion and a grouped bar chart to illustrate potential returns under different yield change scenarios.analyze_data
Open slide detailBeat · Data Table
70
The slide uses a stacked area chart for debt holders and a stacked bar chart for issuance maturity profiles.analyze_data
Open slide detailBeat · Data Table
71
The slide uses vertical grey bars to indicate recession periods as defined by the NBER.analyze_data
Open slide detailBeat · Data Table
72
The slide uses a line chart for historical spread trends and a box plot for current vs historical percentile distributions.analyze_data
Open slide detailBeat · Data Table
74
The slide uses a dual-axis chart for the right-hand side to illustrate the inverse relationship between earnings and defaults.analyze_data
Open slide detailBeat · Data Table
75
Part of the J.P. Morgan Guide to the Markets series.analyze_data
Open slide detailBeat · Data Table
76
Dual-chart layout showing debt/capex trends (left) and asset class exposure (right).analyze_data
Open slide detailBeat · Data Table
77
This is a classic 'quilt chart' or 'periodic table of returns' visualization used in financial services to show asset class volatility and lack of persistence ianalyze_data
Open slide detailBeat · Data Table
78
Includes a table showing energy weight in CPI/HICP for US, Eurozone, UK, and Japan.analyze_data
Open slide detailBeat · Data Table
79
The slide uses a dual-axis line chart for historical volatility and a grouped bar chart for bear market performance by strategy.analyze_data
Open slide detailBeat · Data Table
80
The left chart uses an inverted axis for the real yield to visually demonstrate the negative correlation with gold prices.analyze_data
Open slide detailBeat · Data Table
81
The slide uses a line chart for historical correlation and a horizontal bar chart for 2022 performance by asset class.analyze_data
82
The chart categorizes assets into Equity, Fixed income, Alternatives, and Portfolio types.analyze_data
83
The slide uses color-coded maps to visualize climate risk exposure levels globally and across US states.analyze_data
Open slide detailLoop · Cost Of Inaction
84
The left chart uses 'shall' word count as a proxy for regulatory prescriptiveness.analyze_data
Open slide detailLoop · Cost Of Inaction
85
The left chart is a waterfall chart showing cumulative share of global emissions; the right chart is a bar chart showing per capita emissions.analyze_data
Open slide detailLoop · Cost Of Inaction
86
The slide uses stacked bar charts to visualize the transition from fossil fuels to renewables and nuclear energy.analyze_data
Open slide detailLoop · Cost Of Inaction
87
The slide uses a combination of a stacked bar chart with a secondary line axis for EV sales and a stacked bar chart for mineral composition.analyze_data
88
Data source: LSEG Eikon, J.P. Morgan Asset Management. Data as of 31 March 2026.analyze_data
89
The chart illustrates longevity risk by comparing individual life expectancy against the probability of at least one person in a couple reaching a specific age.analyze_data
90
J.P. Morgan Guide to the Markets - UK. Data as of 31 March 2026.present_framework
91
The chart shows that at 2% inflation, £100k becomes £45k after 40 years, while at 3% inflation, it becomes £30k.quantify_impact
93
The chart uses a combination of bar charts for annual returns and dot plots for intra-year declines.analyze_data
94
The chart illustrates the classic risk-return trade-off in finance.compare_options
95
The chart uses a combination of an area chart for flows and a line chart for the index level, with red dashed boxes highlighting market troughs.analyze_data
96
The chart illustrates that despite initial shocks, subsequent returns are generally positive, suggesting market resilience.analyze_data
97
The chart illustrates how the range of returns narrows as the holding period increases, demonstrating the risk-reduction effect of longer investment horizons.analyze_data