Modestly but steadily lower returns
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
What investors should consider
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Learn about J.P. Morgan Asset Management's broad array of research-driven equity strategies spanning the risk/return spectrum across styles, market caps & regions.