Center For Investment Excellence 2025 LTCMAs: Higher starting points but healthier foundations
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Dec 12, 2024 Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, shares her insights on the global markets' optimistic outlook. She discusses how AI and economic growth are reshaping investment opportunities. Gabriela digs into inflation dynamics and the role of central banks, while also forecasted moderated expectations for the U.S. dollar. The transformation of private markets in response to changing conditions and the significance of tactical management are highlighted, emphasizing the need for generating alpha in this evolving landscape.
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Healthier Foundations
- JP Morgan's Long-Term Capital Market Assumptions (LTCMAs) forecast market trends.
- This year's LTCMAs are optimistic, citing "healthier foundations" despite "higher starting points."
Better Growth Mix
- A better growth mix is emerging, with real growth rising as inflation falls.
- AI, energy transition, and infrastructure contribute to this positive growth shift.
Fixed Income Returns
- Fixed income returns are expected to increase due to higher interest rates.
- Positive real rates are returning, a shift from the post-financial crisis period.