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JPM multi-asset veteran: time to rotate into Euro equities

JP Morgan Asset Management’s Talib Sheikh has begun to rotate out of the US and into Europe to capture equity growth opportunities for his €9.4 billion multi-asset fund.

Sheikh, who co-runs the JPM Global Income fund with Michael Schoenhaut, has begun to make the move over the past six months to take advantage of a real valuation argument in the region.

Also in this video, Sheikh said he is planning to add more cyclicality to his portfolio in the next quarter to capitalise on the healing global economy.

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