Documents tagged "Idiosyncrasies"
Found 1 document with this tag
HOUSE_OVERSIGHT_031121.txt
The J.P. Morgan View report from January 11, 2013 discusses asset allocation trends and economic forecasts for various regions, including East Asia and the US/Europe. The report advises investors to focus on East Asian equities, particularly Japan and EM Asia, due to signs of an economic rebound in the region. They also recommend going long duration in US fixed income markets and staying short JPY among other currency recommendations.
Global Asset AllocationMorgan ViewGo EastObama PivotFixed IncomeFiscal CliffEast AsiaEast AsianUndisclosedSubjectViewSentAttachmentsMorganGlobalAssetAllocationGoEastClickNoteWestObamaPivotAsiaJapanEuropeEconomicsWeakerEuroJapaneseChinaFixedIncomeEquitiesStrongCreditIdiosyncrasiesCurrenciesStayingCommoditiesBrentAnotherMuchFiscalCliffDecemberJanuaryAsian
