Multi-Asset Solutions Weekly Strategy Report - J.P. Morgan Asset Management
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Multi-Asset Solutions Weekly Strategy Report

In brief
  • Equity market fundamentals over the remainder of the year are likely to be governed by the complex interactions between growth, trade policy and monetary policy.
  • We see as highly likely some combination of growth rising back to trend, trade tensions easing and the Federal Reserve cutting rates aggressively, however not all three simultaneously.
  • The interplay among the three puts guardrails around both upside and downside scenarios, and is consistent with our selective exposures to risk in our multi-asset portfolios.
EXHIBIT 1: THE GLOBAL EQUITIES TRILEMMA IN ACTION

KEY THEMES AND THEIR IMPLICATIONS

Source: Bloomberg, Markit, J.P. Morgan Asset Management Multi-Asset Solutions; data as of June 20, 2019. For illustrative purposes only.

The Weekly Strategy Report (June 24, 2019)

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Important information

Please be aware that this material is for information purposes only. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. JPMorgan Asset Management Marketing Limited accepts no legal responsibility or liability for any matter or opinion expressed in this material.

The value of investments and the income from them can fall as well as rise and investors may not get back the full amount invested. Past performance is not a guide to the future.