We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Currency movements based onbrexit's outcome.
The performance of the US dollar significantly diverged from relative rate spreads
The potential political, macro and credit risks insurers may want to address in 2019.
Market sentiment towards the Chinese currency has shifted significantly
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies