All into Account: ‘Best opportunities in SMidCap stocks’, with Eduardo Lecubarri, Head of SMidCap Strategy

Speakers: Thomas Salopek, Head of Global Cross Asset Strategy Eduardo Lecubarri, Head of SMidCap Strategy   We maintain a cautious stance with a deteriorating macro backdrop and margin pressure which challenge the rich consensus sell-side earnings estimates. Despite our bearish view, we can find SMidCap opportunities at the stock level, focusing on names which are under-valued, where pricing power and margins are more supportive.   This podcast was recorded on Sep. 13, 2023. This communication is provided for information purposes only. Institutional clients can view the related reports at  https://www.jpmm.com/research/content/GPS-4497659-0, https://www.jpmm.com/research/content/GPS-4508173-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.