Top Ten Takeaways from J.P. Morgan’s Investor Seminar during the 2023 IMF/World Bank Spring Meetings: Market pricing and investor expectations diverge

In this latest episode of our All into Account podcast and video, Joyce Chang, Chair of Global Research, is joined by J.P. Morgan’s Bruce Kasman, Chief Economist, Jan Loeys, Strategic Research, Jahangir Aziz, Head of Emerging Market Economics Research, Luis Oganes, Head of Global Macro Research, and Saad Siddiqui, Emerging Markets Fixed Income Strategy dive deeper into our top ten takeaways from the J.P. Morgan Investor Seminar hosted during the 2023 IMF/World Bank Spring Meetings. The mood was downbeat but not overly bearish in our view, and there were few signs of complacency with “fragmentation,” “setting up guard rails” and “re-globalization, not de-coupling” among the key buzzwords and catch phrases.

Speakers

Joyce Chang, Chair of Global Research

Jan Loeys, Strategic Research

Bruce Kasman, Chief Economist

Luis Oganes, Head of Global Macro Research

Jahangir Aziz, Head of Emerging Market Economics Research

Saad Siddiqui, Emerging Markets Strategy

Related Research:

Top 10 Takeaways from J.P. Morgan’s Investor Seminar during the 2023 IMF/World Bank Spring Meetings: Higher for longer despite rising financial stability risks (https://www.jpmm.com/research/content/GPS-4390217-0), Joyce Chang et al., 19 April 2023

Investor Survey Results from 2023 IMF/World Bank Spring Meetings: Recession fears still top of mind with downside seen to current valuations, particularly global equities (https://www.jpmm.com/research/content/GPS-4387732-0), Joyce Chang et al., 17 April 2023

Feeling edgy: Smaller countries make for big stories in DC: Takeaways from IMF/WB meetings (https://www.jpmm.com/research/content/GPS-4390074-0), Nicolaie Alexandru, Ben Ramsey, Katherine Marney, 20 April 2023

Emerging Market Takeaways from IMF/World Bank Spring Meeting (https://www.jpmm.com/research/content/GPS-4386452-0), Luis Oganes et al., 18 April 2023

This podcast was recorded on April 20, 2023.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.