Patrik Schowitz

Patrik Schowitz is a global multi-asset strategist at JP Morgan Asset Management.
Patrik Schowitz
Patrik Schowitz is a global multi-asset strategist at JP Morgan Asset Management.

Latest from Patrik Schowitz

Macroscope | China’s stimulus plan will lift the economy, just not right away

Despite the gloom of a slowdown as the impact of a trade war with the US hits, the raft of policy measures Beijing is taking is boosting market optimism. The strong rally in the stock market may well signal the economic cycle is ready to turn.

8 Mar 2019 - 10:29PM
China’s stimulus plan will lift the economy, just not right away

Despite the gloom of a slowdown as the impact of a trade war with the US hits, the raft of policy measures Beijing is taking is boosting market optimism. The strong rally in the stock market may well signal the economic cycle is ready to turn.

Macroscope | Markets should expect companies to lower growth expectations – and then to beat them

If investors are looking for something to bank on amid market chaos, take the projected profit growth coming out of US companies, then add 3 to 4 percentage points

1 Feb 2019 - 10:30PM
Markets should expect companies to lower growth expectations – and then to beat them

If investors are looking for something to bank on amid market chaos, take the projected profit growth coming out of US companies, then add 3 to 4 percentage points

Macroscope | Why China’s economy faces a bumpy first half of 2019, even if ‘trade peace’ breaks out soon

Weak stimulus measures by the government and debt concerns mean China’s economy is likely to get worse before it gets better.

18 Jan 2019 - 10:19PM
Why China’s economy faces a bumpy first half of 2019, even if ‘trade peace’ breaks out soon

Weak stimulus measures by the government and debt concerns mean China’s economy is likely to get worse before it gets better.

Global growth is faltering, and gloom hangs over markets and investors. Just how did we get here?

While conditions in the US remain stable, the economies of China, Japan and Europe are struggling. US success, however, means the Federal Reserve looks set to continue tightening rates to prevent inflation.

30 Nov 2018 - 10:17PM
Global growth is faltering, and gloom hangs over markets and investors. Just how did we get here?

While conditions in the US remain stable, the economies of China, Japan and Europe are struggling. US success, however, means the Federal Reserve looks set to continue tightening rates to prevent inflation.

Opinion | China, other Asian markets are still a better long-term bet than developed economies, so don’t follow the herd

Recent news may be pushing investors away from China and emerging markets, but long-term growth trends mean now may well be a good time to buy.

9 Nov 2018 - 10:32PM
China, other Asian markets are still a better long-term bet than developed economies, so don’t follow the herd

Recent news may be pushing investors away from China and emerging markets, but long-term growth trends mean now may well be a good time to buy.

Macroscope | Trade war, rising interest rates call for caution, even though global growth looks strong

With the US and China digging in for a prolonged trade fight and central banks tightening monetary policy, caution is needed and investors should cast a prudent eye over their portfolios and consider longer duration bonds.

12 Oct 2018 - 10:31PM
Trade war, rising interest rates call for caution, even though global growth looks strong

With the US and China digging in for a prolonged trade fight and central banks tightening monetary policy, caution is needed and investors should cast a prudent eye over their portfolios and consider longer duration bonds.

Macroscope | Contagion fear: emerging markets’ currency crises spook investors far and wide. How will Asia fare?

As bad as the news has been for emerging markets, particularly Turkey, Argentina and South Africa, there’s little risk of a total meltdown among Asia’s emerging economies, where fundamentals look sound.

29 Sep 2018 - 2:36PM
Contagion fear: emerging markets’ currency crises spook investors far and wide. How will Asia fare?

As bad as the news has been for emerging markets, particularly Turkey, Argentina and South Africa, there’s little risk of a total meltdown among Asia’s emerging economies, where fundamentals look sound.

Macroscope | When earnings are up, why are investors anticipating a stock market downturn?

Current valuations amid a solid growth environment, particularly reflected in strong corporate earnings in the US, make equities attractive.

3 Aug 2018 - 10:31PM
When earnings are up, why are investors anticipating a stock market downturn?

Current valuations amid a solid growth environment, particularly reflected in strong corporate earnings in the US, make equities attractive.

Is it time to cash out of the stock markets? How investors should react to signs of a coming downturn

The US is in the late phase of its economic cycle, leaving investors wondering when a downturn will come. However, this phase can last years and the decline is likely to be gradual, giving them opportunities to get out in time

29 Jun 2018 - 10:30PM
Is it time to cash out of the stock markets? How investors should react to signs of a coming downturn

The US is in the late phase of its economic cycle, leaving investors wondering when a downturn will come. However, this phase can last years and the decline is likely to be gradual, giving them opportunities to get out in time

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