Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
Technology, productivity and the labor force
Listen to our 2019 LTCMA themes and forecasts.
Read J.P. Morgan’s 2020 long-term forecast for GDP growth and inflation. This year’s LTCMA sees mostly lower growth and steady inflation.
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
The opportunity cost of holding bonds is rising. Consider these additional safe haven assets to help protect your portfolio in times of market stress.
Explanation of the methodology applied to formulate the J.P. Morgan LTCMA Volatility and Correlation forecasts.
Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
LTCMA 2019 Theme: Will debt be a drag?