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    1. Surviving the short term to thrive in the long term

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    Surviving the short term to thrive in the long term

    Building investor resilience in a downturn

    With the U.S. economy firmly in late cycle, investors are concerned. How can they ensure their portfolios survive the short term so they can thrive in the long term? The answer would be fairly straightforward if recessions were all alike and had a predictable impact across markets—but they’re not, and they don’t.

    We can’t predict how the next recession will unfold, but we can provide a framework to help investors prepare for the late-cycle risks most relevant to their investment needs and objectives. This article:

    • Looks back at a range of developed market recession experiences over the past four decades and the resulting sequence of market reactions for each

    • Looks ahead at four plausible downturn scenarios and assesses potential market responses

    • Analyzes the likely impact of these scenarios and market responses for different types of investors

    Download the full article

    The infographic below uses illustrations to convey the main talking points and areas of interest covered in the article.


    1. With the U.S. economy firmly in late cycle, investors around the world are considering the next recession and how to prepare for it.

    Building investor resilience in a downturn infographic 1

    2. We have developed a framework to help different investors assess their resilience to plausible recession scenarios.

    Building investor resilience in a downturn infographic 2

    3. Broadly, we believe many long-term investors have improved their fitness level and ability to ride out a downturn, but the risk of fragility remains.

    Building investor resilience in a downturn infographic 3

    Download the infographic

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    Download the latest full report >

    Download the latest executive summary >

     


    The taming of the business cycle

    In recent decades, the U.S. economy has become more stable – the business cycle has certainly not been eliminated, but perhaps it has been tamed.

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    LTCMA

    J.P. Morgan Asset Management's Long-Term Capital Market Assumptions draws on the best thinking of our experienced investment professionals worldwide. 

    Find out more >

     

    This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction, nor is it a commitment from J.P. Morgan Asset Management or any of its subsidiaries to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical and for illustration purposes only. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own professional advisers, if any investment mentioned herein is believed to be suitable to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yields are not a reliable indicator of current and future results.

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