Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.
The Bank of Japan has reacted to a persistently flat yield curve As demand for duration sendsby adjusting its Rinban operations and by signalling that a potential rate cut is around the corner. But will these attempts to steepen the curve be sustainable?
Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
China's GDP is on the cusp of middle income status. Discover the implications for financial markets, and whether it’s a good time to invest in China.
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.
Our infographic executive summary provides a broad overview of our 2020 Long Term Capital Market Assumptions.
Long-Term Capital Market Assumptions Executive Summary
Long-Term Capital Market Assumptions currency matrix for the Sterling