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
China's GDP is on the cusp of middle income status. Discover the implications for financial markets, and whether it���s a good time to invest in China.
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.
As China proceeds along its path of financial system liberalization, and investors have access to a greater array of opportunities, selection will be more important than ever.
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
The world economy stands on the brink of a massive swing in savings, driven by global aging. Learn how growth and interest rates could be affected.
Pension strategies: Matching cash flows and managing liquidity