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…
