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.
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?
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
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 Currency Exchange Rate Assumptions
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
LTCMA 2019 Theme: Will debt be a drag?