EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
U.S. equities posted an upgrade in J.P. Morgan’s 2020 long-term return outlook. Explore detailed forecasts across global markets.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?
Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
Long-Term Capital Market Assumptions Executive Summary
Refined and expanded over 23 years, our in-depth, proprietary process provides 10- to 15-year risk and return projections for more than 50 strategy and asset classes.