JPM's head of Quantitative and Derivatives Strategy says fund sell pressure has diminished
Bloomberg have the report, and its worth checking out, it's a brief article)
- Views from JPMorgan Chase & Co. strategist Marko Kolanovic.
- "Short term, we favor a continuation of Value, Carry, and Reflation 'risk-on' trades
- Include long emerging market stocks, commodities, and developed market stocks that have cheap valuations
- Short term upside for the whole S&P 500 index is likely not large"
