Back to Network
4
Shared Docs
2
Same-Page
4 / 4
Mentions
Document Mentions (4 shared documents)
2 mentions1 same-page
Page ?Same page
vely long in EM local markets, favouring Poland, South Africa and Brazil. • Equities — We exit our OWs in EM vs. DM, our overweight in MSCI BRICs vs MSCI EM and Cyclical vs. Defensive sectors globally. • Credit — Stay with a range of credit overweights: Long US, EM and Europe. • Foreign exchange — Carr
ikolaos Pani irtzoglou J.P. Morgan Securities Ltd. Seamus Mac Gorain J.P. f,,lorgan Securities Ltd. Matthew Lehmann J.P. Morgan Securities Ltd. Leo Evans J.P. Morgan Securities Ltd. If you no longer wish to receive these e-mails then click here to unsubscribe www.morganmarkets.com Analyst certificati
2 mentions1 same-page
Page ?Same page
ur cmngbbal growth forecast. Consensus YTD 2012 and expected 2013 returns by asset class %. U Is unItedged into USD. H means hedged 2013E 2012 MSCI EM 15.0 17.4 EM Local Fl (U) 10.0 8.9 EMFX 10.0 7.5 GSCI 10.0 0.1 MSCI World 10.0 16.0 US HY 7.5 16.2 CEMBI 7.0 16.7 EMBIG 7.0 18.5 JACI
7815 Morgan Secunties plc Seamus Mac Gorain (44-20)7134-7761 Morgan Securities plc Matthew Lehmann (44-20) 7134-7813 M. Morgan Securities plc Leo Evans (44-20) 7742-2537 M. Morgan Securities plc 2012 returns %, equities are in tighter color. Toplx EMBIG MSCI EM* EM S Corp. MSCI AC Work! MSCI
HOUSE_OVERSIGHT_030844 - HOUSE_OVERSIGHT_030847
The J.P. Morgan View: Local forces are dominating
From: US GIO <[email protected]>Mar 29, 2013
2 mentions
Page HOUSE_OVERSIGHT_030845
such as Mexico and Malaysia. See "Consensus Asset Allocation", Adrian Mowat and team, Mar 26th. Open overweights in Mexican and Malaysia equities vs MSCI EM. • For long-term investors we just released our quarterly publication "Trade opportunities for long term investors" Mar 27. We monetize risk premia i
Page: HOUSE_OVERSIGHT_030845 →Page HOUSE_OVERSIGHT_030847
[email protected] J.P. Morgan Securities plc Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morgan Securities plc Leo Evans (44-20) 7742-2537 [email protected] J.P. Morgan Securities plc If you no longer wish to receive these e-mails then click here to unsubscri
Page: HOUSE_OVERSIGHT_030847 →Sponsored
Page HOUSE_OVERSIGHT_030848
[email protected] J.P. Morgan Securities p/c Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morgan Securities plc Leo Evans (44-20) 7742-2537 [email protected] J.P. Morgan Securities plc YTD returns through Mar 27 %, equities are in lighter color. Topix* | S&P50
Page: HOUSE_OVERSIGHT_030848 →Page HOUSE_OVERSIGHT_030850
such as Mexico and Malaysia. See "Consensus Asset Allocation", Adrian Mowat and team, Mar 26th. Open overweights in Mexican and Malaysia equities vs MSCI EM. • For long-term investors we just released our quarterly publication "Trade opportunities for long term investors" Mar 27. We monetize risk premia i
Page: HOUSE_OVERSIGHT_030850 →Sponsored
Mutual Connections (80)
Entities connected to both MSCI EM and Leo Evans
JPMorgan Chase
ORGANIZATION7 w/ MSCI·7 w/ Leo
Matthew Lehmann
PERSON7 w/ MSCI·7 w/ Leo
SG
Seamus Mac Gorain
PERSON7 w/ MSCI·6 w/ Leo
John Normand
PERSON6 w/ MSCI·6 w/ Leo
Malaysia
LOCATION5 w/ MSCI·6 w/ Leo
JL
Jan Loeys
PERSON6 w/ MSCI·5 w/ Leo
Cyprus
LOCATION4 w/ MSCI·5 w/ Leo
New Zealand
LOCATION5 w/ MSCI·3 w/ Leo
Philippines
LOCATION4 w/ MSCI·3 w/ Leo
the Securities and Futures Commission
ORGANIZATION4 w/ MSCI·3 w/ Leo
Michael Bloomberg
PERSON4 w/ MSCI·2 w/ Leo
DI
Dietz
PERSON3 w/ MSCI·3 w/ Leo
the Dubai Financial Services Authority
ORGANIZATION4 w/ MSCI·2 w/ Leo
the Central Bank of Brazil
ORGANIZATION3 w/ MSCI·3 w/ Leo
Hungary
LOCATION3 w/ MSCI·3 w/ Leo
Uruguay
LOCATION3 w/ MSCI·3 w/ Leo
the Ministry of Finance
ORGANIZATION3 w/ MSCI·3 w/ Leo
Saudi Arabia
LOCATION4 w/ MSCI·2 w/ Leo
Bulgaria
LOCATION3 w/ MSCI·3 w/ Leo
AM
Adrian Mowat
PERSON3 w/ MSCI·3 w/ Leo