Listen to previous series on a variety of investment topics, asset classes and current themes
Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
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.
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.
Long-term asset class volatilities and correlations tend to exhibit stability when measured over multiple cycles. Learn more about J.P. Morgan's methodology.
Explanation of the methodology applied to formulate the J.P. Morgan LTCMA Volatility and Correlation forecasts.
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.
Listen to our 2019 LTCMA themes and forecasts.