JP Morgan 2021 Mid Year Investment Outlook-Market Direction

Government, Investments, Entrepreneurship

and Manufacturing as a Growth Strategy in

Digital Economy.

The markets are what greases our economic machinery. Reviewing reports from big investment banks like JP.Morgan helps us get an idea of what the markets are going to look like in the near future. I'm spending more time exploring different stocks and options within the global market to determine growth value and possible unexplored avenues of investment and development (i.e. trends and cluster development to meet those future needs. Delta County, MI as my working model.). That also doesn't include watching how stocks prices and global markets react to government decisions and natural phenomenon (There is always underlining logic/mechanics to animal spirits and even to seemingly random events.)

The report JP Morgan 2021 Mid Year Investment Outlook provides three things investors should look at...

1) Which markets are more geared toward the global recovery?, 

2) Which markets are more geared toward the next cycle’s themes, like inflation, technology and the rise of the EM middle class? and  

3) Where is the valuation starting point most favorable for the recovery and expansion ahead?

Some of the sectors that are most likely to grow are also considered hedges against inflation. They indicate cyclical sectors like energy, financials, industrials and materials are exposed to improvements in the real economy (Some of these might fit within my model DC Multi-Cluster). Hedging helps protect investors if purchasing power decreases through inflation (Disclaimer...I'm not giving investment advice...go talk to your broker. I'm looking more to understand some market issues but some of the information may be value to readers and people who study/follow business.) You can look at a dated report on long-term hedging strategies.