Markets Recalibrating to a Grind Higher, JPM’s Maharaj Says

The transcript discusses the impact of unprecedented stimulus on market growth, highlighting the potential for market divergence and the importance of active management. It explores the concept of winners and losers emerging from the current policy environment and the possibility of market corrections. Despite challenging valuations, the forecast remains optimistic with expectations of above-trend growth, particularly in developed markets. The discussion emphasizes a shift from sharp market increases to a more gradual upward trend.

What are the implications of moving from peak growth to a slower pace of growth?

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What is the speaker's outlook on equity markets despite concerns on valuations?

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