Listen to Stephanie Flanders, Chief Market Strategist for the UK and Europe, as she explores the themes that will matter for your clients in the second half of the year. In this webcast, Stephanie is joined by Blake Crawford to discuss issues including:
• A more resilient global recovery: The global recovery has broadened and strengthened—and investors know it. What could derail the positive mood?
• The slow exit from extreme monetary policy: Inflation data will be key to the pace of rate rises in the US and beyond. With other major central banks now taking a more hawkish tone, what can we expect policy to look like for the rest of this year and next?
• The surprising potential for political upside in Europe: While the short-term picture is still clouded, the UK election could lead to a softer Brexit in the long run. In the eurozone, meanwhile, could political headwinds be becoming tailwinds?
With the Eurozone’s political worries receding and earnings growing strongly, Blake also looks at the JPM Europe Dynamic (ex UK) Fund, which has delivered first-quartile performance over one and five years through a disciplined process focused on bottom-up opportunities.
Make sure you listen to the recording to stay up to date with all the latest market developments. The call will also qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).