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.
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
LTCMA 2019 illustration managing illiquidity risk across public and private markets.
After a long and brutal U.S. Presidential election campaign, Donald Trump has emerged victorious, with Hillary Clinton conceding in the early hours of the morning, and Trump congratulating her on a hard-fought campaign.