Listen to previous series on a variety of investment topics, asset classes and current themes
Listen to our LTCMA themes and forecasts for 2020.
Explanation of the methodology applied to formulate the J.P. Morgan LTCMA Volatility and Correlation forecasts.
Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
Discover why our long-term currency assumptions call for major currencies to appreciate against the USD with J.P. Morgan’s LTCMA 2020.
Long-term asset class volatilities and correlations tend to exhibit stability when measured over multiple cycles. Learn more about J.P. Morgan's methodology.
Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.
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.
China's GDP is on the cusp of middle income status. Discover the implications for financial markets, and whether it’s a good time to invest in China.