LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
JP Morgan's 2019 Long-Term Capital Market Assumptions
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
Global markets and multi-asset portfolios
LTCMA 2019 illustration managing illiquidity risk across public and private markets.
LTCMA 2019 illustrated infographic dealing with upward drift in government debt.
The potential political, macro and credit risks insurers may want to address in 2019.
The cost of capital in China's changing markets illustrated in an easy to read infographic.