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...

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M Global IdeaGlobal EM StrategistKenya Leads the WayMorgan Stanley & Co. International plc+James K LordStrategist James.Lord@morganstanley.com +44 20 7677-3254 Neville Z MandimikaStrategist Neville.Mandimika@morganstanley.com +44 20 7425-2509 Pascal N BodeStrategist Pascal.Bode@morganstanley.com +44...

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M Global IdeaGlobal Macro StrategistEnter the DragonMorgan Stanley & Co. LLCMatthew HornbachStrategist Matthew.Hornbach@morganstanley.com +1 212 761-1837 Guneet Dhingra, CFAStrategist Guneet.Dhingra@morganstanley.com +1 212 761-1445 Andrew M WatrousStrategist Andrew.Watrous@morganstanley.com +1 212 ...

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