In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Securities lending is a long-established practice that can increase returns for shareholders in our investment funds that participate in the J.P. Morgan Asset Management Securities Lending Programme.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
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
Managing illiquidity risk across public and private markets
J.P. Morgan 2019 LTCMA Volatility Assumptions
J.P. Morgan 2019 LTCMA Equity Market Assumptions
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions