AMWatch

Equity value and private infrastructure key themes for J.P. Morgan this year

Summer series: Private assets offer attractive, real money returns and equity value should ”never go out of favor”, Martin Mortensen, Executive Director at J.P. Morgan Private Bank in Copenhagen, says in a Q&A with AMWatch.

Martin Mortensen, Executive Director at J.P. Morgan Private Bank, Copenhagen | Photo: PR / JP Morgan Private Bank

What will you remember most from the first half of 2022?

”There are many things worth mentioning, however, what stands out to me is the unexpected invasion of Ukraine and the resilience of its people undergoing heart-wrenching suffering. For financial markets the war in Ukraine means accelerating inflation that was already high due to the events of recent years, with the supply chain constraints from the corona lockdowns and pent-up demand.

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