Discover why US stocks consistently outperform their European counterparts in the post-crisis period with a comparitive look at tech & financial sectors.
Long-Term Capital Market Assumptions Executive Summary
Pension Pulse Spring 2019
Discover the 2020 edition of J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals.
Our Market Insight team take a look at the political event of 2020 and how the US election may affect financial markets.
Our infographic executive summary provides a broad overview of our 2020 Long Term Capital Market Assumptions.
Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.
Valuations for high quality credit may seem slightly stretched in the context of outperformance so far this year, but with various catalysts ahead, we believe the asset class will remain in favour.
Listen to our 2019 LTCMA themes and forecasts.
Emerging market debt is underpinned by a solid fundamental backdrop, but the local index is at all-time tights. A differentiated approach seems warranted.