Singapore dollar Assumptions
Canadian dollar Assumptions
Swiss franc Assumptions
Cyclically lower, structurally unchanged
The path of the U.S. dollar: Looking forward by looking back
This executive summary gives a broad overview of our 2018 Long-Term Capital Market Assumptions.
A stable to improving alpha outlook offsets the beta drag
LTCMA 2019 Theme: Will debt be a drag? Dealing with the upward shift in government debt.
J.P. Morgan 2019 LTCMA Equity Market Assumptions
Mostly stable, mostly moderate