J.P. Morgan 2019 LTCMA Equity Market Assumptions
Modestly but steadily lower returns
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.
The cost of capital in China's changing markets
Mostly stable, mostly moderate
Cyclically lower, structurally unchanged
The tide has turned for the U.S. dollar
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.