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Thematic Articles

J.P. Morgan’s Long-Term Capital Market Assumptions provides risk and return expectations, over a 10- to 15-year horizon, for more than 50 asset and strategy classes. In four thematic articles, we take a deep dive into themes that will have far-reaching effects on the global investment landscape.

Explore the report by themes

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Productivity

The global productivity slump: Causes and outlook

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Interest Rate Policy

Legacy effects of monetary easing: Stimulus or “seeping poison”?

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Global Credit Cycles

Tackling leverage: Leaders, laggards and history lessons

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LTCMA time frame

Estimating long-term returns: The impact of time horizon and business cycles

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