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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.

Fixed income: the slow road, low yields

Across developed economies, we expect a slow and shallow path of rate normalization that will end with G4 10-year bond yields at or just below national nominal GDP. Hear our fixed income experts discuss the fixed income outlook that underpins our 2018 Long-Term Capital Market Assumptions. (31:26 min.)

Featuring:
Michael Feser, Jonathon Griggs, John O'Shea

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Previous episodes from this series

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.)

Featuring:
Dr. David Kelly, Michael Hood, Maddi Dessner

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New LTCMA episodes coming soon

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.