Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.
J.P. Morgan 2019 LTCMA Alternative Assumptions
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
A stable to improving alpha outlook offsets the beta drag
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Analysis of Japan's recent nation election. Positive market reaction also addressed.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Article examining the economic effects and investment implications of the US fiscal cliff agreement