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. This podcast series explores this year's return projections by major asset classes and the thinking behind the numbers.
Macroeconomic assumptions: mostly stable, mostly moderate
While retiring workers and immigration restrictions put a drag on developed market labor force growth, workforces are expanding in emerging markets, bringing economic potential—without the shocks of past decades. Hear our global strategists discuss the global macroeconomics that underpin our 2018 Long-Term Capital Market Assumptions. (33:44 min.)
Dr. David Kelly, Michael Hood, Maddi Dessner
New LTCMA episodes coming soon
Fixed Income - May 10
Equities - May 24
Alternatives - June 7
The Center for Investment Excellence features an expanding set of podcast series across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios for your institution.