Manage episode 353545152 series 2715815
Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter
Gabriela Santos is a Managing Director and Global Market Strategist at J.P. Morgan. In that position, Gabriela is responsible for global economic research, and has played an instrumental role in the team’s development of Chinese and LatAm market analysis.
A frequent contributor to major financial publications like CNBC and Bloomberg, Gabriela delivered fascinating insight on why investors should re-engineer their portfolios for the ‘end of free money’, the first of J.P. Morgan’s 2023 portfolio resolutions. Next, we cover how investors can sift through the growth ‘wreckage’ to unearth real value. And finally, Gabriela explains J.P. Morgan’s third resolution, to consider an increased exposure to non-US equities in 2023. Enjoy!
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.