Listen to our 2019 LTCMA themes and forecasts.
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
As we compiled the 2018 edition of our Long-Term Capital Market Assumptions, the world economy has enjoying its best period of synchronized growth in more than a decade.
Modestly but steadily lower returns
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.
G4 government bonds: A slow road to low yields
A stable to improving alpha outlook offsets the beta drag
J.P. Morgan 2019 LTCMA Equity Market Assumptions
Cyclically lower, structurally unchanged