The 2018 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions draws on the best thinking of our experienced investment professionals worldwide.
Long-Term Capital Market Assumptions Executive Summary
The path of the U.S. dollar: Looking forward by looking back
Developed market governments aren’t tackling high public debt levels, dating back to the global financial crisis. Will high debt to GDP lead to political pressure on central banks to keep rates low?
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
Key findings from the Multi-Asset Solutions Strategy Summit
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.
LTCMA 2019 Theme: Will debt be a drag? Dealing with the upward shift in government debt.
J.P. Morgan 2019 LTCMA Alternative Assumptions
Full 62-page report with analysis of all asset classes.