Skip to main content
logo
Bienvenido
  • Nuestros fondos
    Descripción general

    Búsqueda de fondos

    • Fondos de inversión (SICAVs)
    • Exchange Traded Funds (ETFs)
    • Fondos de liquidez (Liquidity)

    Clases de activo

    • Renta fija
    • Renta variable
    • Multi-activo
    • Inversión Alternativa
    • ETFs

    Información del Fondo

    • Noticias y comunicaciones relativas a los Fondos
    • Información actualizada sobre aspectos regulatorios
    • Fondos con capacidad limitada
    • Distribuidores
    • Informes de producto
    • Ajuste del valor liquidativo (“Swing pricing”)
    • Políticas
  • Temas destacados
    Descripción general
    • Alternativos
    • El futuro de la renta fija
    • Encuesta de confianza del inversor español
    • Fondos de renta variable global
    • Fund your Future
    • Inversión sostenible
    • Renta variable europea
  • Insights
    Descripción general

    Market Insights

    • Market Insights
    • Guide to the Markets
    • Resumen semanal de mercados
    • Resumen mensual de mercados
    • En la mente de los inversores
    • Perspectivas de inversión
    • Principios para el éxito de las inversiones a largo plazo
    • Guide to Alternatives

    Portfolio Insights

    • Bond Bulletin semanal
    • Informe trimestral sobre la asignación global de activos
    • Informe trimestral sobre renta fija global
    • Informe trimestral sobre renta variable global
    • Factor Views (EN)
    • Long-Term Capital Market Assumptions (EN)
    • Strategic Investment Advisory Group [EN]

    ETF INSIGHTS

    • Guide to ETFs
    • Perspectivas de ETFs

    Webconferences

    • Webconferences
  • Biblioteca
  • Quiénes somos
  • Contáctenos
  • Función
  • País
Área Privada
  • Iniciar sesión
  • Registrarse
Bienvenido
  • Cerar sesión
Buscar
Menú
Buscar

Aviso legal

El contenido de la página a la que usted va a acceder va dirigido únicamente a clientes profesionales tal y como se definen en la Directiva 2006/73/CE de la Comisión, de 10 de agosto de 2006 (MiFID). En consecuencia, su contenido no debe ser visto o utilizado con o por clientes minoristas. El contenido de esta página tiene una finalidad meramente informativa y educativa, y no constituye una oferta ni puede ser considerado como un asesoramiento o recomendación para fundamentar una decisión de inversión. La información que se proporciona se considera precisa y exacta a la fecha de su publicación, si bien no se garantiza su precisión o exactitud, ni se asume ninguna responsabilidad en relación con cualquier error u omisión. Las opiniones que se expresan son las sostenidas por J.P. Morgan Asset Management en el momento de su publicación y pueden cambiar. Por favor, pulse “Acepto” para confirmar su condición de cliente profesional y que ha leído y entendido la Información Legal situada en la parte inferior de esta página web. J.P. Morgan Asset Management y sus empresas filiales no aceptan ninguna responsabilidad por el acceso a esta sección para profesionales por parte de clientes minoristas.

 

Publicado por JPMorgan Asset Management (Europe) S.a .r.l. Sucursal en España. Para acceder a la documentación legal de nuestros Fondos de Inversión comercializados en España por favor diríjase a la sección "Biblioteca" de esta misma página web.

Acepto
  1. J.P. Morgan Asset Management España
  2. Insights | Market Insights y mucho más
  3. Portfolio Insights | Build Stronger Portfolios

Projections for stronger portfolios

Our assumptions see attractive real return potential, while differentiation across assets provides a richer hunting ground for active investors .

Topics

Matrices

Our expectations for returns, volatilities and correlations.

The assumptions are not designed to inform short-term tactical allocation decisions. Our assumptions are carefully built and calibrated to aid investors with strategic asset allocation or policy-level decisions over a 10- to 15-year investment horizon.

Download Excel and PDF matrices by currency

  • Excel
  • PDF

Download this year's Long Term Capital Market Assumptions report

ltcma-cover-banner-340x440

This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction, nor is it a commitment from J.P. Morgan Asset Management or any of its subsidiaries to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical and for illustration purposes only. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own professional advisers, if any investment mentioned herein is believed to be suitable to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yields are not a reliable indicator of current and future results.

J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.

This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.