Managing illiquidity risk across public and private markets
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
Modestly but steadily lower returns
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.
Cyclically lower, structurally unchanged
The cost of capital in China's changing markets illustrated in an easy to read infographic.
The cost of capital in China's changing markets
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
J.P. Morgan 2019 LTCMA Equity Market Assumptions