Episode 17 – A US Smaller Companies review with JPMorgan

In this month’s podcast JPMorgan’s Sven Anders, US Investment Specialist, shares his team’s thoughts on the persistent (relative) weakness this asset class has endured and the prospects for a turnaround, if it hasn’t already begun! Up for debate are interest rate impacts, expectations for growth and valuations. Of course, we also save time to discuss whether there is a beneficial US electoral outcome later this year.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 12 July 2024Hosted on Ausha. See ausha.co/privacy-policy for more information.