Multi-Asset Solutions Weekly Strategy Report

JP Morgan
By January 25, 2019 19:02

Multi-Asset Solutions Weekly Strategy Report

Global markets and multi-asset portfolios

Recent equity market volatility reflects, in part, investor concern about the impact of slowing growth and tariffs on corporate earnings as well as the possibility of an earnings recession. The U.S. reporting season underway will be closely scrutinized for any clues on these issues, while results should in any case confirm that earnings growth peaked in Q3 in 2018.

JP Morgan
By January 25, 2019 19:02

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