A broad overview of our 2019 assumptions
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Matching cash flows and managing liquidity in maturing pension funds
Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
Long-term asset class volatilities and correlations tend to exhibit stability when measured over multiple cycles. Learn more about J.P. Morgan's methodology.
U.S. equities posted an upgrade in J.P. Morgan���s 2020 long-term return outlook. Explore detailed forecasts across global markets.
Discover why our long-term currency assumptions call for major currencies to appreciate against the USD with J.P. Morgan���s LTCMA 2020.
Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.
The 2018 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions draws on the best thinking of our experienced investment professionals worldwide.