Key findings from the Multi-Asset Solutions Strategy Summit
UK pension plans concerned about how to invest in a volatile, late cycle environment may want to consider two practices: continue effective rebalancing and don’t postpone further duration hedging in anticipation of rising rates.
For the first time in 20 years, markets will have to survive without support from central banks.
Swiss franc Assumptions
European Central Bank meeting: Quantitative easing is coming to an end but low rates likely to persist
Today the European Central Bank (ECB), at its final monetary policy meeting of the year, confirmed that it will cease net asset purchases at the end of this year, in line with its previous guidance.
J.P. Morgan 2019 LTCMA Volatility Assumptions
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions