Our 2020 Long-Term Capital Market Assumptions (LTCMAs) present our forecasts for economic growth, inflation and asset returns over the next 10 to 15 years.
Global markets and multi-asset portfolios
A weekly review of 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.
Full report detailing JPM's long-term capital market return assumptions
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns