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ForennameÖsterreichische Aktien im In- und Ausland
Betreff des ThemasOur Global Equity Strategy team continues to advocate a bullish equity stance into year-end
URL des Themashttps://aktien-portal.at/forum/../forum/boerse-aktien.php?az=show_topic&forum=124&topic_id=203844&mesg_id=212099
212099, Our Global Equity Strategy team continues to advocate a bullish equity stance into year-end
Eingetragen von Warren Buffett, 21.10.19 17:19
• Our Global Equity Strategy team continues to advocate a bullish equity stance into year-end on the back of US-China trade truce and a potential for a Brexit deal. They are also looking for activity momentum to start inflecting higher, which should drive a leadership rotation into Cyclicals and into Value, driven by higher bond yields. Such an environment would be a positive for Eurozone, which our strategists recently upgraded, post the ~25% underperformance relative to the US. Regionally, they are also bullish on Japan. They continue to avoid exposure to the UK, despite increased Brexit clarity. UK looks cheap, but the GBP-UKX correlation remains strongly inverse. A higher GBP will cap the upside for FTSE100. According to our strategists, Eurozone equities stand to benefit from a Brexit deal and they are also OW UK Domestic plays, which appear attractively priced and could be helped by an improvement in UK consumer confidence and corporate capex intentions.

JPMorgan
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