In late 2016, we were approached by a brilliant entrepreneur with an interesting investment opportunity. We mask the full details here to protect anonymity but believe us when we say this person has a knack for being incredibly early to
Guide to the markets
J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions are developed each year by our Assumptions Committee, a multi-asset class team of senior investors and strategists from across the firm. The Committee relies on the input and expertise of a range of
What do our Long-Term Capital Market Assumptions mean for defined contribution plans? Our 2023 Long-Term Capital Market Assumptions, which forecast asset class returns over a 10- to 15-year horizon, suggest that public markets today offer the best potential long-term returns
Profit recession, tightening central banks (with divergences in forward guidance), and stillhigh inflation are primary market concerns. US inflation moderating has been a positive lately, but whether that deceleration will be sustained would decide the Fed’s stance, which in turn
