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2012 was a year of major uncertainty in global markets. Looking into the new year, there are many more hurdles to overcome: a slowing China, weak competiveness along with continued debt crisis in Europe, the fiscal cliff in the United States, etc. The weak and volatile nature of global markets brings opportunities as well as risks, particularly in emerging markets. For the past several years, domestic demand in many emerging markets has helped to offset the slowdown from mature countries that began in 2008. And with more than 5 billion people in emerging economies, investment opportunities for forward-thinking companies abound.
Bart van Ark
Philip Guarco, Executive Director and Chief Investment Strategist for J.P. Morgan Private Bank, is a member of the Global Strategy team responsible for the development of investment strategy and portfolio strategy for J.P. Morgan’s global institutional client relationships. He focuses on La...Full Bio