As 2019 approaches, how should your portfolio be positioned?
How can core real assets help improve liability-aware portfolios?
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.
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
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?
Managing illiquidity risk across public and private markets
J.P. Morgan 2019 LTCMA Volatility 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
J.P. Morgan 2019 LTCMA Equity Market Assumptions