Expected returns and correlations of asset classes.
The cost of capital in China's changing markets illustrated in an easy to read infographic.
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
The cost of capital in China's changing markets
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
J.P. Morgan 2019 LTCMA Equity Market Assumptions
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.