Design, build and maintain stronger portfolios


   

LTCMA explained


Watch our short animated guide to better understand the LTCMA program.


   

Long-term investment returns


Head of Global Multi-Asset Strategy John Bilton highlights key themes from the report, and how the LTCMA can empower better decisions.

     

 

   

LTCMA 2018 materials

     
   

Choose between a comprehensive analysis of our forecasts and critical investment themes, or a simpler executive summary of our macro and asset class assumptions, and consult our assumption matrix for our expectations for returns, volatilities and correlations.

   

     


LTCMA Insights


These five articles look into issues likely to have a profound and protracted impact on the global investment landscape.


   

Technology, productivity and the labor force


The current wave of technological change is unlike any that has come before. Its unprecedented speed, scale, and breadth will profoundly, and simultaneously, impact many sectors of the economy.


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Pension investment strategy


Many of the developed world’s maturing defined benefit pension plans find themselves in a negative cash flow position; they are paying out more in benefits than they are receiving in contributions.


Coming soon

   

Inside China's financial markets


Low, policy-driven borrowing rates, with debt thought to be implicitly guaranteed by the state, has helped fuel China’s rise.


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The impact of global aging


The world economy stands on the brink of a massive swing in global savings, driven by a global ageing process that is set to become faster and more synchronous in the coming decades.


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U.S. dollar forecast


The U.S. dollar’s exchange rate is critical in shaping financial asset returns around the globe. It drives U.S. inflation and interest rates, and powerfully impacts global commodity prices.


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Portfolio Insights


Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.


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Asset Allocation Ansichten unserer Chef-Investoren


   

Global Asset Allocation Views


Das globale Strategieteam der Multi-Asset Solutions Group bevorzugt Aktien aus Japan, Europa und den Schwellenländern, sieht ein gutes Umfeld für Risikoanlagen und stuft die Einschätzung von Unternehmensanleihen auf neutral herab.

Hier lesen ►


   

Global Equities Views


Die gute Gewinnsituation des ersten Quartals hat unsere Erwartung einer synchronisierten globalen Rentabilitätserholung bestätigt. Aus diesem Grund erwarten wir ein günstiges Umfeld für Aktieninvestments – insbesondere für Aktien aus Schwellenländern und Europa.

Hier lesen ►


   

Global Fixed Income Views


Die Global Fixed Income, Currency & Commodities Group hält angesichts des kräftigen, weltweit synchronisierten Konjunkturaufschwungs am Basisszenario des Wachstums über Trend fest.



Hier lesen ►


     
   

   

   

   



Aktuelle Einblicke


   

Die einsame Gewinnerin


Angela Merkel und die CDU/CSU gewinnen die Bundestagswahl

Hier lesen ►


   

Erholung in Europa


Das politische Risiko in Europa hat deutlich nachgelassen


Hier lesen ►

   

Market Bulletin


Steht das politische Projekt Europa an einem Scheideweg?


Hier lesen ►


     
   


   


   


   






Important information

For Professional Clients/ Qualified Investors only – not for Retail use or distribution.

This is a marketing communication and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management's own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/jpmpdf/1320694304816.pdf.

This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.


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