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Tax Reform To Fuel Rotation To Stocks, JPMorgan's Kolanovic Says

TedTed
in The Bullpen
FYI: Asset allocators should stay strongly overweight equities and underweight government bonds in the near term due to the uptick in global growth and boost to risk-on assets from U.S. fiscal reform, JPMorgan Chase & Co. strategists led by Marko Kolanovic wrote in a note Friday.
Regards,
Ted
https://www.bloomberg.com/news/articles/2018-01-12/tax-reform-to-fuel-rotation-to-stocks-jpmorgan-s-kolanovic-says?srnd=fixedincome
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