Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
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.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
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 illustration managing illiquidity risk across public and private markets.
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
LTCMA 2019 illustration showing surviving the short term to thrive in the long term.