Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
J.P. Morgan 2019 LTCMA Equity Market Assumptions
Mounting political tensions in Europe have been negative for risk assets in October, particularly equities. European credit has so far escaped relatively unscathed, but how long can this resilience persist?
Our Infrastructure Research Team tests core infrastructure’s resilience by putting a portfolio through three scenarios.
How do you determine the strategic mix of core vs. non-core real estate? Read our analysis to find out more.
J.P. Morgan 2019 LTCMA Alternative Assumptions
JP Morgan's 2019 Long-Term Capital Market Assumptions
Expected returns and correlations of asset classes.
Full 62-page report with analysis of all asset classes.