The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
LTCMA 2019 Theme: Will debt be a drag?
J.P. Morgan 2019 LTCMA Equity Market Assumptions
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions
J.P. Morgan 2019 LTCMA Alternative Strategy Assumptions
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.