The team applies its own deep proprietary research to J.P Morgan's world-class platform to design and manage portfolios that invest globally across asset classes.
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
Cyclically lower, structurally unchanged
Mostly stable, mostly moderate
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.
Managing illiquidity risk across public and private markets
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.