Read J.P. Morgan’s 2020 long-term forecast for GDP growth and inflation. This year’s LTCMA sees mostly lower growth and steady inflation.
U.S. equities posted an upgrade in J.P. Morgan’s 2020 long-term return outlook. Explore detailed forecasts across global markets.
Explanation of the methodology applied to formulate the J.P. Morgan LTCMA Volatility and Correlation forecasts.
The opportunity cost of holding bonds is rising. Consider these additional safe haven assets to help protect your portfolio in times of market stress.
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding