Managing illiquidity risk across public and private markets
J.P. Morgan 2019 LTCMA Equity Market Assumptions
Modestly but steadily lower returns
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.
Listen to our 2019 LTCMA themes and forecasts.
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
Do we still see promise in emerging market growth?
Developed market governments aren’t tackling high public debt levels, dating back to the global financial crisis. Will high debt to GDP lead to political pressure on central banks to keep rates low?
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
The cost of capital in China's changing markets