Contributors

Michael Cembalest

Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management

 

In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, discusses small-cap stocks and how they sit alongside value stocks and non-U.S. stocks in the unholy trinity of underperforming portfolio strategies. While poor profit fundamentals argue against a prolonged period of outperformance versus large cap, small-cap stocks are at their cheapest levels in the 21st century with potential market and political catalysts in their favor. Plus, a few words on the CrowdStrike outage.

Read the full report here [PDF].

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