All into Account: ‘Assessing the balance of risks for European Equities’ with Mislav Matejka, Head of Global Equity Strategy

Valuation, positioning and sentiment for European and UK are at extreme lows, even as some of the near-term tail risks have moderated, thanks to energy subsidies and natural gas showing possible downside risk.

Speakers:

Thomas Salopek, Global Cross Asset Strategy

Mislav Matejka, Head of Global Equity Strategy

This podcast was recorded on September 23, 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4208774-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.