Market and Volatility Commentary Upside for EM Equities and Value; Evolution of the Trade War; End of Cycle and Fiscal Measures Value Rally and EM Equities: 30 July 2018 Marko Kolanovic, PhD: Global Quantitative and Derivatives Strategy Bram Kaplan, CFA J.P. Morgan Securities LLC Earlier this month, we upgraded EM and Value equities in our Asset Allocation report. The recommendation is…
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It’s not just that Fitbit (FIT) reported a miss on the top-line, but more so that the company lowered...
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
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