J.P. Morgan: Add to risk as a lot of negativity is already priced in
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while other exposures, such as European stocks and Banks, underperformed. Looking ahead, we think it is important to remember what path we were on before the crisis started: namely, the global economy was on track to accelerate…...
