Long-term Strategy21 February 2024J P M O R G A Nwww.jpmorganmarkets.comLong-term StrategyJan Loeys AC(1-917) 602-9440jan.loeys@jpmorgan.comAlexander Wise(1-212) 622-6205alexander.c.wise@jpmchase.comJ.P. Morgan Securities LLC•US households and non-profits have quadrupled their equity allocation ov...

时间:2025-06-04 14:33栏目:农业

Global Markets Strategy15 January 2024J P M O R G A Nwww.jpmorganmarkets.comEquity StrategyMislav Matejka, CFA AC(44-20) 7134-9741mislav.matejka@jpmorgan.comJ.P. Morgan Securities plcPrabhav Bhadani, CFA(44-20) 7742-4404prabhav.bhadani@jpmorgan.comJ.P. Morgan Securities plcNitya Saldanha, CFA(44 20)...

时间:2025-05-20 16:51栏目:农业

M UpdateAsia Quantitative Strategy | Asia PacificPositions of Active Long-Only Asia/EM ManagersWe publish our first Asia/EM positioning guide to summarize allocation changes on stock, country and sector level over time from a regional perspective. On top of that, we also share the distribution of ac...

时间:2025-05-20 16:50栏目:农业

11 January 2024Deutsche BankResearch Asia Japan Strategy 2024 APAC Outlook Date Strategy Update Too bad, for too long, in too many placesWe see APAC equities benefitting from: 1) Liquidity trends moving in the region's, and in equities', favour, and 2) Falling inflation and interest rates ...

时间:2025-05-15 17:06栏目:电力

M UpdateChina Quantitative Strategy | Asia PacificPositions of Active Long-only Managers in China/HKDecember marked the worst monthly net outflows of China/HK equities in 2023 and the third-largest monthly outflows in history. Both US and EU active managers have accelerated selling in order to meet ...

时间:2025-05-14 13:00栏目:电力

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies. >> Employed by a n...

时间:2025-05-14 11:54栏目:电力