For the first time in 20 years, markets will have to survive without support from central banks.
Dovish central banks, strong fundamentals and an improved outlook for China suggest that all stars are aligned for emerging markets. How long can the year-to-date rally continue?
The 2018 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions draws on the best thinking of our experienced investment professionals worldwide.
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
Listen to our 2019 LTCMA themes and forecasts.
Time-tested projections for resilient portfolios
An overview of our 2018 assumptions illustrated in an easy to read infographic.