Read J.P. Morgan’s 2020 long-term forecast for GDP growth and inflation. This year’s LTCMA sees mostly lower growth and steady inflation.
Rising tension between the US and Iran has become the first focal point for markets in 2020. Do the latest developments alter the macro outlook and how are markets pricing geopolitical risk?
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Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?
A pause in trade escalation is welcomed as it should allow the global economy to stabilize; however, investors shouldn’t assume trade tensions have gone away.
Emerging market debt has done well in 2019. Fundamentals for 2020 look reasonable and we see some opportunities, but risks persist, meaning a selective approach appears warranted.
Long-Term Capital Market Assumptions currency matrix for the Mexican peso
Long-Term Capital Market Assumptions currency matrix for the Canadian dollar
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
Long-Term Capital Market Assumptions currency matrix for the Singapore Dollar