Eye on the market: Too long at the fair
Should equity investors overweight the U.S. and Emerging Markets, and underweight Europe and Japan? Read on to learn a suggested strategy considering current factors.
In this edition of Eye on the Market: Too Long at the Fair, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset and Wealth Management, revisits his past recommendation that equity investors overweight the U.S. and Emerging Markets, and underweight Europe and Japan. Cembalest discusses why he no longer recommends this strategy considering European markets’ recent strength and a modestly brighter picture in Japan vis-à-vis China.
Read the full article here.
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