JPM's Lebovitz Sees Corporations Driving Economic Growth

The transcript discusses the market outlook for the next year, highlighting challenges such as rising interest rates and input costs. It emphasizes the role of technology in driving economic growth and profitability, suggesting a shift from consumer-driven to corporate investment. The discussion also covers global market opportunities, particularly in Europe, Japan, and emerging markets, and the importance of technology exposure. Return assumptions and valuations are analyzed, with a focus on technology's impact on long-term valuations. Finally, supply chain challenges are addressed, noting difficulties in synchronizing labor and materials.

What is the significance of the technology overlay for companies like Walmart and Home Depot?

What are the expected return assumptions for US large cap stocks and emerging markets?

How does the discussion characterize the current state of supply chains?