LTCMA 2019 illustrated infographic dealing with upward drift in government debt.
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
Managing illiquidity risk across public and private markets
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
J.P. Morgan 2019 LTCMA Volatility Assumptions
In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.
Chinese renminbi Assumptions
Danish krone Assumptions
Swedish krona Assumptions
Mexican peso Assumptions