Investors should continue to overweight US stocks as they outperform their international peers, according to JPMorgan.
Growth stocks are poised to continue outperforming value stocks, as low bond yields will be unable "to support any prolonged rotation," according to JPMorgan.For investors weighing the global opportunity set in stocks, stay overweight the US relative to international, according to JPMorgan. And as technology stocks continue to prosper, don't expect a rotation back into value stocks any time soon.
Despite the decline in earnings for both regions, US earnings growth continues to show significant strength relative to European earnings growth, JPMorgan highlighted.
เราได้สรุปข่าวนี้มาให้อ่านอย่างรวดเร็ว หากสนใจข่าว สามารถอ่านฉบับเต็มได้ที่นี่ อ่านเพิ่มเติม:
ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว
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