J.P. Morgan 2019 LTCMA Volatility Assumptions
Modestly but steadily lower returns
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
G4 government bonds: A slow road to low yields
The tide has turned for the U.S. dollar
How demographic change will affect savings, growth and interest rates
The path of the U.S. dollar: Looking forward by looking back
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
LTCMA 2019 Theme: Will debt be a drag? Dealing with the upward shift in government debt.