J.P. Morgan 2019 LTCMA Equity Market Assumptions
Modestly but steadily lower returns
J.P. Morgan 2019 LTCMA Alternative Strategy Assumptions
A stable to improving alpha outlook offsets the beta drag
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
Listen to our 2019 LTCMA themes and forecasts.
J.P. Morgan 2019 LTCMA Volatility Assumptions
The tide has turned for the U.S. dollar
Cyclically lower, structurally unchanged