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 compelling themes, taking a deep dive into issues likely to have a profound and protracted impact on the global investment landscape.
The path of the U.S. dollar
Which currencies, asset classes and strategies stand to benefit long-term from a moderately overvalued U.S. dollar? Hear Dr. David Kelly, Roger Hallam and Jack Manley discuss why the dollar is likely to weaken, and how depreciation can reduce U.S. deflation risk, and may impact interest rates, commodities and emerging economies. (29:49 min.)
David Kelly, Roger Hallam, John Manley
Previous episodes from this series
Long-term investment considerations for pensions
Our Global Pension Solutions experts discuss strategy ideas for pensions and DC from our 2018 Long-Term Capital Market Assumptions. With pensions’ formidable challenges, they discuss how to think more broadly about sources of return, including in emerging market debt, global equities and alternatives such as private markets, real estate and infrastructure. (39:42 min.)
Sorca Kelly-Scholte, Patrick O'Sullivan, Timothy Lintern
New LTCMA episodes coming soon
Technology - Release date: February 1
The impact of global aging - Release date: February 15
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.