🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

JP Morgan Foresees Bearish Scenario for Global Equities, Advises Portfolio Rebalancing

Published 07/10/2023, 06:16 am
© Reuters.
UTIL
-
US2YT=X
-
US5YT=X
-
US10YT=X
-
US30YT=X
-
XLP
-
TEC
-

Mislav Matejka of JP Morgan has predicted a bearish scenario for global equities, citing lower prices and bond yields as the driving factors. The forecast, released on Friday, also points to a weakening services sector and an inverted US yield curve signaling potential recession.

The strong US dollar, historically associated with risk-off market behavior, is viewed negatively in this context. Matejka further posits that the underperformance of economically sensitive sectors suggests a policy error on the part of the Federal Reserve in overtightening monetary policy. According to his predictions, interest rates are expected to reach cycle peaks by Q4 2023.

JP Morgan identifies this period as an optimal time for investing in equities that benefit from lower bond yields such as technology, consumer staples, and utilities. This advice comes amidst a cost of living crisis that is affecting economies globally.

In related news, footwear company Birkenstock is planning a listing on the New York Stock Exchange (NYSE), while Games Workshop (OTC: GMWKF) has been highlighted as a promising stock by HillsideWealth's Jason Del Vicario and Steven Chen.

The Globe Investor Newsletter and Globe Advisor, supported by financial experts Mark Rendell, Tom Czitron, and Frederick Vettese, echo Matejka's sentiments on the importance of portfolio rebalancing. They emphasize the need to maintain a Yield Hog dividend growth portfolio in response to stubborn inflation and hawkish central banks.

The current economic climate underscores the importance of strategic investment decisions. As interest rates are projected to peak by the end of 2023, investors are advised to consider rebalancing their portfolios to include equities that are likely to benefit from lower bond yields.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.