A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
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?
Managing illiquidity risk across public and private markets
A broad overview of our 2019 assumptions
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
J.P. Morgan 2019 LTCMA Equity Market Assumptions
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.