China's GDP is on the cusp of middle income status. Discover the implications for financial markets, and whether it’s a good time to invest in China.
In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.
Listen to our 2019 LTCMA themes and forecasts.
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
J.P. Morgan 2019 LTCMA Alternative Strategy Assumptions
A broad overview of our 2019 assumptions
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?
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
J.P. Morgan 2019 LTCMA Volatility Assumptions
J.P. Morgan 2019 LTCMA Equity Market Assumptions