Mostly stable, mostly moderate
Do we still see promise in emerging market growth?
The tide has turned for the U.S. dollar
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern.
Developed market governments aren’t tackling high public debt levels, dating back to the global financial crisis. Will high debt to GDP lead to political pressure on central banks to keep rates low?
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
One of the mysteries of American economics is the emphasis on a “strong dollar.” Today’s overvalued-dollar has kept inflation too low and, for years, hurt U.S. manufacturing.