In this episode the group explore the risk / reward for European equities following a sharp period of underperformance vs US equities in recent weeks. They discuss recent macro and political dynamics across Europe, including upcoming elections in France and the UK, the extent to which investors have been selling European equities, and equity pockets where risk / reward is looking most compelling. Federico Manicardi, Head of International Market Intelligence, and Jigar Vakharia, from the Positioning Intelligence team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 21, 2024.
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