Listen to our 2019 LTCMA themes and forecasts.
The 2018 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions draws on the best thinking of our experienced investment professionals worldwide.
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
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.
J.P. Morgan 2019 LTCMA Alternative Strategy Assumptions
A broad overview of our 2019 assumptions
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
J.P. Morgan 2019 LTCMA Equity Market Assumptions
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions