J.P. Morgan 2019 LTCMA Alternative Assumptions
A stable to improving alpha outlook offsets the beta drag
Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
Listen to our 2019 LTCMA themes and forecasts.
As China proceeds along its path of financial system liberalization, and investors have access to a greater array of opportunities, selection will be more important than ever.
Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern.
One of the mysteries of American economics is the emphasis on a ���strong dollar.��� Today���s overvalued-dollar has kept inflation too low and, for years, hurt U.S. manufacturing.
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
The world economy stands on the brink of a massive swing in savings, driven by global aging. Learn how growth and interest rates could be affected.
Pension strategies: Matching cash flows and managing liquidity