A review of global markets and portfolio positioning in Q3

JP Morgan
Door oktober 9, 2019 17:56

A review of global markets and portfolio positioning in Q3

The third quarter presented conditions in which even the most seasoned of investors rightly feared being whipsawed. Manufacturing data showed an ever-worsening global activity outlook yet the S&P 500, while range-bound, traded near its highs. Investors also observed a seemingly impervious U.S. labor market, however measures of growth sentiment were tentative at best—evidenced by 30-year Treasury yields reaching all-time lows.

JP Morgan
Door oktober 9, 2019 17:56

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Asset Allocation Consensus September

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