J.P. Morgan 2019 LTCMA Alternative Assumptions
J.P. Morgan 2019 LTCMA Alternative Strategy Assumptions
A stable to improving alpha outlook offsets the beta drag
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
Listen to our 2019 LTCMA themes and forecasts.