We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
Long-term asset class volatilities and correlations tend to exhibit stability when measured over multiple cycles. Learn more about J.P. Morgan's methodology.
Read J.P. Morgan’s 2020 long-term forecast for GDP growth and inflation. This year’s LTCMA sees mostly lower growth and steady inflation.
Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.
Discover why our long-term currency assumptions call for major currencies to appreciate against the USD with J.P. Morgan’s LTCMA 2020.
U.S. equities posted an upgrade in J.P. Morgan’s 2020 long-term return outlook. Explore detailed forecasts across global markets.
Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Environmental, Social and Governance (ESG) in Emerging Markets