Our infographic executive summary provides a broad overview of our 2020 Long Term Capital Market Assumptions.
Do we still see promise in emerging market growth?
Developed market governments aren’t tackling high public debt levels, dating back to the global financial crisis. Will high debt to GDP lead to political pressure on central banks to keep rates low?
Discover why our long-term currency assumptions call for major currencies to appreciate against the USD with J.P. Morgan’s LTCMA 2020.
Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
Modestly but steadily lower returns
JP Morgan's 2019 Long-Term Capital Market Assumptions
The cost of capital in China's changing markets
What do our long-term growth and inflation forecasts say about today’s economy?