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.
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
Time-tested projections for resilient portfolios
A broad overview of our 2017 Long-Term Capital Market Assumptions
Cyclically lower, structurally unchanged
Expected returns and correlations of asset classes.
The key, is to focus on high conviction ideas that are supported by structural tailwinds. However, many of these investments are tied to the technology sector.
The cost of capital in China's changing markets illustrated in an easy to read infographic.
Start the week off right with this one-page snapshot of headlines and market performance.