Alternative Strategy Assumptions
Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.
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Long-Term Capital Market Assumption Podcast Series
Listen to our LTCMA themes and forecasts for 2020.
Fixed Income Assumptions
Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
Currency Exchange Rate Assumptions
Discover why our long-term currency assumptions call for major currencies to appreciate against the USD with J.P. Morgan’s LTCMA 2020.
Macroeconomic Assumptions
Read J.P. Morgan’s 2020 long-term forecast for GDP growth and inflation. This year’s LTCMA sees mostly lower growth and steady inflation.
Equity Market Assumptions
U.S. equities posted an upgrade in J.P. Morgan’s 2020 long-term return outlook. Explore detailed forecasts across global markets.
Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Why the US dollar may not be as overvalued as you think
Building resilient portfolios
The opportunity cost of holding bonds is rising. Consider these additional safe haven assets to help protect your portfolio in times of market stress.
2020 Long-Term Capital Market Assumptions Volatility and Correlation Methodology
Explanation of the methodology applied to formulate the J.P. Morgan LTCMA Volatility and Correlation forecasts.