JPMorgan Private Bank’s EMEA head of investment strategy, Erik Wytenus, says robust US earnings make it reasonable to keep allocating to the US “to a healthy degree.” The comment is supportive of current US equity positioning, but it does not include new company-specific figures or policy changes.
JPMorgan Private Bank’s EMEA head of investment strategy, Erik Wytenus, says robust US earnings make it reasonable to keep allocating to the US “to a healthy degree.” The comment is supportive of current US equity positioning, but it does not include new company-specific figures or policy changes.
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