Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
G4 government bonds: A slow road to low yields
Article discussing how low growth, low yield environments are good for equity income investing.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Executive summary of JPM's long-term capital market return assumptions
Full report detailing JPM's long-term capital market return assumptions
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article examining the economic effects and investment implications of the US fiscal cliff agreement