Explore the effect that monetary stimulus has had following the 2008 financial crisis on stimulating aggregate demand through six transmission mechanisms.
Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Listen to our 2019 LTCMA themes and forecasts.
Market sentiment towards the Chinese currency has shifted significantly
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions