Identifying the market bright spots, despite geo-political uncertainty | On Investors’ Minds - APAC Edition | J.P. Morgan Asset Management Hong Kong
This summary covers the insights from the J.P. Morgan Asset Management podcast, featuring a discussion on identifying market "bright spots" amidst geopolitical tension and the rise of AI.
Speaker Details
- Kerry Craig: Global Market Strategist at J.P. Morgan Asset Management (Host).
- Helgi Skabelli: Lead Portfolio Manager for Core Global Portfolios in the International Equities Group at J.P. Morgan Asset Management (Guest).
Key Recommendations & Advice
-
Prioritize Micro over Macro: Focus on bottom-up stock selection rather than trying to predict volatile macro factors like oil prices or geopolitical outcomes [].
References
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