JPMorgan’s Matejka says U.S. assets ‘not a good place to hide’ By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 06 2025
0mins
Should l Buy ?
Source: Investing.com
Market Valuation Concerns: JPMorgan strategist Mislav Matejka warns that U.S. equities are overvalued, with high earnings expectations not aligning with potential economic slowdowns, suggesting a bearish outlook on the tech sector and growth stocks.
International Equity Outlook: Matejka sees better risk-reward opportunities in international markets, particularly Japan and the U.K., while maintaining a neutral stance on emerging markets, as he anticipates softer performance for U.S. equities amid ongoing macroeconomic uncertainties.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
