“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
Episodes
Tuesday Aug 08, 2023
Tuesday Aug 08, 2023
In this episode, the team discuss the investment case for US vs. international equities post strong outperformance of US markets YTD. They run through the fundamental, valuation, and sentiment differentials between the regions, and while they see further scope for US markets to outperform international markets (especially Europe and China), they do remain positive on Japan and the economy’s structural transformation. Krupa Patel, Head of International Market Intelligence, is interviewed by Edwina Lowe, Product Specialist within the Data Assets & Alpha Group.
This episode was recorded on August 7, 2023.
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