For the first time in 20 years, markets will have to survive without support from central banks.
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.
Time-tested projections for resilient portfolios
Cyclically lower, structurally unchanged
Expected returns and correlations of asset classes.
Can you close the return gap?
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.