JPMorgan PB's Stubbs Sees Opportunities Even as Growth Slows

The video discusses investment strategies in a slow-growing world, highlighting opportunities in technology, healthcare, and Chinese consumer sectors. It advises against holding excessive cash and suggests reinforcing portfolios with equities, bonds, and derivatives. The video also examines market expectations, noting muted earnings growth and the impact of US monetary policy. It explores European bonds, the potential effects of a dovish ECB, and Brexit's impact on UK assets, emphasizing global diversification and long-term investment strategies.

How does the speaker assess the current expectations for earnings growth in the market?

What steps have UK clients taken to protect the value of their portfolios amid Brexit uncertainties?

What is the speaker's perspective on the potential for UK assets in the long run?