DC plans should consider adding multi-asset credit strategies to their default strategies
Listen to previous series on a variety of investment topics, asset classes and current themes
Matching cash flows and managing liquidity in maturing pension funds
Explanation of the methodology applied to formulate the J.P. Morgan LTCMA Volatility and Correlation forecasts.
U.S. equities posted an upgrade in J.P. Morgan’s 2020 long-term return outlook. Explore detailed forecasts across global markets.
Long-term asset class volatilities and correlations tend to exhibit stability when measured over multiple cycles. Learn more about J.P. Morgan's methodology.
Read J.P. Morgan’s 2020 long-term forecast for GDP growth and inflation. This year’s LTCMA sees mostly lower growth and steady inflation.
Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
The opportunity cost of holding bonds is rising. Consider these additional safe haven assets to help protect your portfolio in times of market stress.