JPMorgan expects higher returns on EU & Japan
Resume IA
JPMorgan prévoit des rendements plus élevés pour les marchés de l'UE et du Japon que pour les États-Unis dans la prochaine décennie. Les investisseurs commencent à rééquilibrer leur portefeuille en faveur de l'UE et du Japon.
Conseil cle
Rééquilibrer son portefeuille en faveur de l'UE et du Japon en fonction des prévisions de JPMorgan
JPMorgan stated that they expect more returns from Japan & EU markets over US in the next decade. They expect an annualized performance of 9% for Japan and 8.5% for EU's large caps while just 6.5% for SP500. That's incredibly unusual especially if we look at Japan, their stock market is like a crypto stablecoin, barely moves. Is any of u going to change their exposure to JP & EU? I might be buying little bit of both since I'm full into SP500.
“I'm gone from the US for the next 4 years. Im no trading expert but the uncertainty/volatility of the Trump admin makes me not want to invest my money in the S&P 500. I've gone full in on EU: 80% Amundi STOXX Europe 600, 20% SAAB.”