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World markets  |  December 18, 2012 15:23:24

The main investment themes for 2013 by JPM

British investment bank JPMorgan Cazenove predicts that European equities in the next year will exceed the performance of America. Do U.S. stock prices is reflected negatively impact fiscal brakes in the U.S., while in Europe it is already the worst in the current valuation included.

First Improving risk / yield on the periphery of the euro area

Narrowing of the spread should shares will not benefit particular companies Enel, Fiat, Telefonica and others.


Second Improving risk / return on financial stocks

Most sensitive to bank credit spreads are as follows financial company, which also currently trading below its book value: BNP Paribas, Commerzbank and Banco Santander.


Third Beware of cyclical stocks dependent on revenues from the U.S.

Analysts at JPMorgan Cazenove expected in first quarter 2013 slowdown in economic activity in the U.S. and advises switch to exposure in the eurozone. Does it away from the type of ARM Holdings shares.

ARM Holdings

What other investment themes will dominate markets by JMP in 2013, can be found on the web Investment

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Hlavní investiční témata pro rok 2013 podle JPM

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