J.P. Morgan Asset Management’s (JPMAM) Long-term Capital Market Assumptions (LTCMAs) explore key investment themes that will help drive JPMAM’s 10- to 15-year risk and return projections across more than 200 asset and strategy classes. The 29th annual edition provides insights into building portfolios for a new economic era.

Another notable takeout from the LTCMAs highlights how the pandemic exposed vulnerabilities in supply chains and infrastructure, fueling economic nationalism and elevating inflation volatility estimates. The JPMAM team emphasizes the delicate balance between pragmatic economic nationalism and overt protectionism.

Watch the full webinar with John Bilton, Head of Global Multi-Asset Strategy at J.P. Morgan Asset Management and Marius Oberholzer, STANLIB Head of Multi-Asset for more informative insights: https://bit.ly/3BVB1tO

‍

‍