JPMorgan sees 10 percent boost for stocks as big investors rebalance

Investors are rebalancing to cover their Russian exposure, including players like the oil fund, which may move USD 22bn from bonds to shares.

By Denitsa Tsekova, Bloomberg

JPMorgan Chase & Co. projects pension and sovereign wealth funds are poised to rebuild risk-on positions that have fallen in value between Russia’s invasion of Ukraine and rising inflation with a potential USD 230bn equity-buying spree that could boost beleaguered global equity markets by as much as 10 percent.

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JPMorgan sees 10 percent boost for stocks as big investors rebalance

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Finnish equities considered risky after Russian invasion of Ukraine - SEB boss says Sweden is in same boat

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Front page now

Nordic Alpha Partners reels in international investment giants for second fund

Norwegians are investing record amounts in funds

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Further reading

World's best EMD team still waiting for clients to return to Danske AM

Invesco seeing increased demand for Fixed income ETFs from Nordic investors

Storeband increases stake in Danish infrastructure manager to become majority owner

Nordic institutional investors still see potential in beleaguered Swedish battery producer

New Nordic high yield manager keeps attracting inflows

Expansion of Nordic team has paid off: Inflows to all core products for US manager