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Shairp David

Tuesday August 24,2010,

David is a strategist within JP Morgan Global Market Asset Group (GMAG) and is responsible for communicating J.P. Morgan’s economic and asset allocation strategy. An employee since 2004, David previously worked at BNP Paribas as a strategist, chief economist and head of research.

Linked articles

January 2011

Strategy Is inflation about to dent markets?

It is always sobering when one of this writer’s year-ahead predictions appears obsolete after only a few days. And it was only last week that his belief that policy may remain easy during 2011 already started to be (...)

January 2011

Strategy Are equities really that cheap?

We are not convinced we have seen the end of deleveraging and thus are sceptical that equity markets are cheap...

May 2011

Opinion Greece: awaiting the inevitable

The credit default swap market is pricing in a 65% probability of a default within the next five years.

November 2011

Opinion Equities as yield assets

Back in the 1950s equities were seen as yield products, being as utility type assets. It was only from the 1960s that stocks were seen as growth assets. 2011 has been a watershed because yields have exceeded bond (...)

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