The world economy stands on the brink of a massive swing in savings, driven by global aging. Learn how growth and interest rates could be affected.
Pension strategies: Matching cash flows and managing liquidity
LTCMA Time Frame
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions