JP Morgan Asset Management
Articles
February 2011
Strategy What would it take to solve the eurozone crisis?
Last year’s key call was to spot the indebtedness of peripheral European governments and go underweight quickly. Those who did prospered all year, but in January of this year they got a nasty shock as peripheral spreads came rattling in and peripheral financials (...)
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...
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