JP Morgan's 2019 Long-Term Capital Market Assumptions
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
J.P. Morgan 2019 LTCMA Alternative Assumptions
Time-tested projections for resilient portfolios
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
Modestly but steadily lower returns
The cost of capital in China's changing markets
J.P. Morgan 2019 LTCMA Equity Market Assumptions
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
A stable to improving alpha outlook offsets the beta drag