#153 - Gabriela Santos – J.P. Morgan’s 2023 Portfolio Resolutions

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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

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