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Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
Listen to our 2019 LTCMA themes and forecasts.
J.P. Morgan 2019 LTCMA Equity Market Assumptions
J.P. Morgan 2019 LTCMA Volatility Assumptions
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
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
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.