Monica Issar discusses the challenges these investors face and the investment opportunities they seek
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 Volatility Assumptions
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions
Cyclically lower, structurally unchanged
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
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.