Markets, economy, stocks, growth, global, fixed income, international, asset classes
J.P. Morgan 2019 LTCMA Equity Market Assumptions
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
Modestly but steadily lower returns
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?
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.
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?
A broad overview of our 2019 assumptions
The cost of capital in China's changing markets