Long-term asset class volatilities and correlations tend to exhibit stability when measured over multiple cycles. Learn more about J.P. Morgan's methodology.
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
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.
Discover why our long-term currency assumptions call for major currencies to appreciate against the USD with J.P. Morgan’s LTCMA 2020.
A possible change in Chinese currency policy?
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
Global - Currency Thoughts - PDF
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?