JPM ser gentest af tidligere lavpunkter fra oktober, men også udvalgte muligheder

Overall, JPM’s year-ahead outlook for 2023 is one of caution, with an increased risk of a recession and potential market volatility (CBs over tightening). However, they also see opportunities for growth, particularly in the technology sector and in emerging markets. Main point is:

“We expect that the lows we’ve seen this year in equity markets will likely be re-tested in the S&P 500 early next year, and we see an ongoing trend of pullback in risk assets, and a rise in allocation to bonds.”

Kursgraf: Nasdaq 100 indeks har markant underperformet det brede indeks de seneste måneder (grøn linje er S&P 500 indeks)