Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
Global markets and multi-asset portfolios
LTCMRA Assumptions White Paper US
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Analysis of Italy's highly volatile political environment, and the possible implications for the markets