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During the J.P. Morgan Asset Management Media Summit, hosted in London in May, we sat down with Karen Ward, chief market strategist EMEA, who talked about opportunities in Europe, not knowing if tech is a bubble and why AI will not replace junior analysts.
Looking beyond the immediate issue of the Strait of Hormuz, which Karen Ward hopes will be resolved by mid-summer, she says that she thinks that politics will continue to be a constant that will be top of mind for investors going forward. “We’re going to have the midterms in the US, we’re going to have UK elections, we’re going to have French elections. So, this is something we’re just going to have to cope with as investors and I guess that’s one of the key points of my presentation. We’re going to have to almost become immune to this noise
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