Listen to our 2019 LTCMA themes and forecasts.
A broad overview of our 2019 assumptions
Modestly but steadily lower returns
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
As China proceeds along its path of financial system liberalization, and investors have access to a greater array of opportunities, selection will be more important than ever.
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