After a strong year for equities so far, investors are starting to question whether winter will be a trickier time for markets. Karen Ward, Mike Bell and Hugh Gimber, Global Market Strategists, will use charts from the new Guide to the Markets to discuss the outlook for the economy and markets over the rest of the year. They will discuss whether the potential for more Covid hospitalisations over the winter is a risk to markets, as well as what's going on in China. They will also consider the outlook for growth vs value and the potential investment implications of the upcoming COP26 Summit.
By the end of the webconference, participants will be able to:
- Understand the risks related to Covid over the winter.
- Consider what this means for the performance of growth vs value.
- Assess whether the recent underperformance of Chinese equities represents an opportunity.
- Reflect on the potential investment implications of COP26.
If you are interested in attending one of our in person Guide to the Markets events please speak to your dedicated J.P. Morgan Asset Management client adviser.
