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
North America, Europe, Middle East, Africa, Central America, South America, and Asia
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
J.P. Morgan 2019 LTCMA Alternative Assumptions
U.S. dollar Assumptions