G4 government bonds: A slow road to low yields
Where do we expect bond yields to go?
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
DC plans should consider adding multi-asset credit strategies to their default strategies
Cyclically lower, structurally unchanged
J.P. Morgan 2019 LTCMA Alternative Strategy Assumptions
A stable to improving alpha outlook offsets the beta drag
Where do we see potential within alternatives?
J.P. Morgan 2019 LTCMA Volatility Assumptions
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions