The coronavirus outbreak has led to a massive global demand shock. A plunge in economic activity, probably larger than a typical recession, has likely begun.
Global markets and multi-asset portfolios
LTCMRA Assumptions White Paper US
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Full report detailing JPM's long-term capital market return assumptions
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Article discussing how low growth, low yield environments are good for equity income investing.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Executive summary of JPM's long-term capital market return assumptions for 2013