Global Equity Views

JP Morgan
By July 29, 2018 11:02

Global Equity Views

Q3 2018

  • Trends have diverged in global equities as the U.S. market has continued to make progress while stock prices elsewhere have been weaker. Our investors remain reasonably optimistic; despite slowing momentum in global growth, corporate earnings are still rising at a healthy pace and valuations look pretty reasonable. However, we expect fears about the sustainability of profits after a long cycle may restrain progress from here.
  • From a regional perspective, we still see good prospects in emerging markets, especially after recent weakness. On a sector basis, many of our investors favor financials, although elsewhere our preferences are more nuanced these days.

JP Morgan
By July 29, 2018 11:02

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