Not exact matches
It comes down to growth versus value, says Bob Swanson, chief
market strategist with CI's Cambridge
Global Asset
Management.
«No one wants to be left out of the ETF gold rush,» says David Lafferty, chief
market strategist at Natixis
Global Asset
Management.
«Interest rates aren't anticipated to pose a problem for the economy or equity
markets this year,» Mike Bell,
global market strategist at J.P. Morgan Asset
Management, said in the quarterly report out Tuesday.
«I think this bull
market is basically in the process of forming a top,» Ruchir Sharma, chief
global strategist at Morgan Stanley Investment
Management, told CNBC's «Squawk Box» on Wednesday.
Although shareholders have yet to approve the deal, the banks would «re-pay shares at a pre-defined value in next few months, avoiding the risk of uncertain evolution of huge claims by shareholders and clients,» Maria Paola Toschi,
global market strategist at JPMorgan Asset
Management, told CNBC on Tuesday via email.
It now puts them in an awkward position of having to justify higher rates into a slowing job
market,» said David Lafferty, chief
market strategist at Natixis
Global Asset
Management.
«The
markets have become desensitized to anything that's negative,» said Kristina Hooper,
global markets strategist at investment
management firm Invesco.
Even net of any currency effects European
markets have been a bit disappointing in the last year or so,» said Kevin Gardiner,
global investment
strategist at Rothschild Wealth
Management.
Dr. David Kelly, Chief
Global Strategist and Head of the
Global Market Insights Strategy Team for J.P. Morgan Asset
Management
«I guess as long as there is uncertainty around
global trade,
markets will be on edge,» said Charlie Ripley, investment
strategist with Allianz Investment
Management.
Samantha Azzarello, Vice President, is a
Global Market Strategist on the J.P. Morgan Asset
Management Global Market Insights Strategy Team.
In particular, «monetary tightening could trigger a sell - off that would be especially hard on high - growth tech companies, and concerns about
global growth could reemerge and force customers to cut spending,» says Vijay Chandar, Morgan Stanley Wealth
Management Market Strategist.
Note: This is an edited version of an article by Morgan Stanley Wealth
Management Market Strategists Casey Galligan and Vijay Chandar that first appeared in the April 2, 2015, edition of «On the
Markets,» the flagship monthly publication of the
Global Investment Committee.
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global strategist with Ell Capital
Management Inc. points out that investors are showing a greater interest in secondary
markets.