A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into the outlook for the COVID-19 recovery, inflation and various technical parameters (such as flows, positioning, volatility and bond-equity correlation). Recently, we have seen a number of strategists calling for a market correction or indicating equities are in a bubble. In the…
J.P. Morgan’s Marko Kolanovic: Remain Bullish
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