J.P. Morgan 2019 LTCMA Equity Market Assumptions
Modestly but steadily lower returns
Listen to our 2019 LTCMA themes and forecasts.
Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
A broad overview of our 2019 assumptions
The cost of capital in China's changing markets
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern.