Managing illiquidity risk across public and private markets
J.P. Morgan 2019 LTCMA Equity Market Assumptions
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
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.
Listen to our 2019 LTCMA themes and forecasts.
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
EM currencies have struggled when the PMI has been falling, and thus its equity returns have underperformed versus the U.S. and other developed markets.