WrapManager's Wealth Management Blog
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JP Morgan Sees Potential in Europe, Emerging Markets

Posted by WrapManager's Investment Policy Committee

April 27, 2017

In the first quarter of 2016, investors feared that weak conditions in many emerging markets, commodities and global manufacturing would deteriorate into a full blown recession across the developed world and China. As stock markets struggled, equity investors overwhelmingly preferred defensive stocks and gave an unusually generous discount to companies vulnerable to weak economic activity and low interest rates. But the recession never arrived.

Reduced fiscal austerity and continued easy monetary policy, coupled with greater confidence in the industrial sector and increased bank lending, have reignited global growth. Commodity prices have rallied, and the outlook for corporate profits now appears better than it has in several years. Though equity markets have moved quickly to price in the welcomed shift, we still see opportunities, especially outside the U.S., after many years of substantial returns for the S&P 500. 

Read the entire market commentary here

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Emerging Markets Investing JPMorgan Asset Management European Investors JP Morgan market perspective Eurozone Money Manager Commentary

BlackRock Weekly Update August 2016

August 9, 2016
The worst of the U.S. profits recession appears to be over... Richard Turnill, BlackRock’s Global Chief Investment Strategist, gives us the week in review. Turnhill was previously Chief Investment Strategist for BlackRock’s fixed income and active equity businesses, and has also led the Global Equity investment team. Read an excerpt of his weekly commentary below, or view the entire weekly investment commentary here. [+] Read More