Reading the runes: What can investors expect in H2?

Reading the runes: What can investors expect in H2?

clock • 4 min read

It may seem there are plenty of reasons to be cheerful but the threat of investor complacency cannot be ignored, writes Kerry Craig, global market strategist at J.P.Morgan Asset Management.

Risk can be a highly personal concept for investors, one that largely hinges on time horizon and tolerance for volatility. Even so, as we approach the second half of the year, it will not hurt to take an objective look at some of the biggest risks investors are likely to face. So, how do we read the runes while still minding the risks? First, the good news. The eurozone is in an extended period of relative calm. In the US, headwinds such as the ‘fiscal drag' have cleared and economic growth should build throughout the year, leaving the weather-distorted first quarter just a chilling memo...

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