New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern.
As China proceeds along its path of financial system liberalization, and investors have access to a greater array of opportunities, selection will be more important than ever.
The impact of technology on long-term potential economic growth
How demographic change will affect savings, growth and interest rates
Our expectations for returns, volatilities and correlations, arranged in an easy-to-reference matrix format.
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.
The cost of capital in China's changing markets
The path of the U.S. dollar: Looking forward by looking back
Mostly stable, mostly moderate