The Weekly Brief (10 August 2015) - J.P. Morgan Asset Management

The Weekly Brief (10 August 2015)

Contributor Global Markets Insights Strategy Team

Sir Isaac Newton taught us that the movement of objects is all about its momentum, and so it seems for equity indices as well.

Figures for eurozone earnings are forecasted to come through over the next 12 months, with nearly 5% year on year forward Earnings per Share (EPS) growth, the only index of the three with a positive expected change. Whilst US and EM companies face headwinds from the strengthening dollar and an expected Fed Funds rate hike later this year, eurozone equities have benefited from the weaker Euro, domestic demand, and a supportive central bank. And because of this momentum, the MSCI Eurozone has risen with considerable velocity: a 20% gain in the past eight months. With improved growth prospects in the region, European equities are likely to continue along this trajectory.

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The Weekly Brief (10 August 2015)

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