Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Expected returns and correlations of asset classes.
Matching cashflows and managing liquidity in maturing pension funds illustrated in an easy to read infographic.
What to expect in the next 15 years.
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.
The 2018 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions draws on the best thinking of our experienced investment professionals worldwide.
LTCMA 2019 Theme: Will debt be a drag? Dealing with the upward shift in government debt.