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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. This podcast series explores this year's compelling themes, taking a deep dive into issues likely to have a profound and protracted impact on the global investment landscape.

The impact of global aging

On one hand, global aging will push GDP growth and interest rates lower. On the other hand, it will reduce savings and push rates higher. Which force will prevail? Our Global Strategists weigh in and explore the investment implications. (22:26 min.)

Featuring:
Diego Gilsanz, Ben Mandel

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Previous episodes from this series

Technology's potential impact on economic growth

How might fast-changing technology, especially workforce automation and artificial intelligence, impact productivity, long-term economic growth and capital market returns? Hear our Global Strategists within our Multi-Asset Solutions team unpack the complexities—and controversies. (24:44 min.)

Featuring:
Patrick Schowitz, Michael Albrecht

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The path of the U.S. dollar

Which currencies, asset classes and strategies stand to benefit long-term from a moderately overvalued U.S. dollar? Hear Dr. David Kelly, Roger Hallam and Jack Manley discuss why the dollar is likely to weaken, and how depreciation can reduce U.S. deflation risk, and may impact interest rates, commodities and emerging economies. (29:49 min.)

Featuring:
David Kelly, Roger Hallam, John Manley

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Long-term investment considerations for pensions

Our Global Pension Solutions experts discuss strategy ideas for pensions and DC from our 2018 Long-Term Capital Market Assumptions. With pensions’ formidable challenges, they discuss how to think more broadly about sources of return, including in emerging market debt, global equities and alternatives such as private markets, real estate and infrastructure. (39:42 min.)

Featuring:
Sorca Kelly-Scholte, Patrick O'Sullivan, Timothy Lintern

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New Fixed Income series coming soon

Demistifying private credit - March 1
Investment Grade vs High Yield - March 15
Approaches to flexible credit - March 29
ESG in fixed income - April 12
 



The Center for Investment Excellence features an expanding set of podcast series across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios for your institution.