We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Market sentiment towards the Chinese currency has shifted significantly
Technology, productivity and the labor force
Read J.P. Morgan’s 2020 long-term forecast for GDP growth and inflation. This year’s LTCMA sees mostly lower growth and steady inflation.
The cost of capital in China's changing markets
Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
LTCMA 2019 Theme: Will debt be a drag?
The path of the U.S. dollar: Looking forward by looking back