Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Markets, economy, stocks, growth, global, fixed income, international, asset classes
U.S. equities posted an upgrade in J.P. Morgan’s 2020 long-term return outlook. Explore detailed forecasts across global markets.
Listen to our LTCMA themes and forecasts for 2020.
Hear our asset class specialists discuss their unique experiences facing challenging market conditions, including the great recession, over decades of market cycles.
Long-Term Capital Market Assumptions Executive Summary
Managing illiquidity risk across public and private markets
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
Refined and expanded over 23 years, our in-depth, proprietary process provides 10- to 15-year risk and return projections for more than 50 strategy and asset classes.
J.P. Morgan 2019 LTCMA Equity Market Assumptions
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
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