European equity outperformance of the US has a quarter or two remaining - UBS
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Kolanovic: Q1 is High Point for Equities in 2023
March 27, 2023 2:05 PM EDTKolanovic: Q1 is High Point for Equities in 2023.
JPMorgan analyst Marko Kolanovic comments "Our view remains that Q1 will likely mark the high point for equities this year; we prefer low beta and are increasingly cautious on Cyclicals/Banks/Value. We view the most vulnerable areas as unprofitable companies that depend on steady flow of equity capital to fund operations and tight... More
