JPMorgan AM’s Treves Likes Asia Consumption Technology Stocks, Healthcare

The video discusses the challenges of investing in geopolitically influenced markets, emphasizing the unpredictability of such investments. It highlights the importance of focusing on long-term structural growth trends, particularly in technology and consumption in Asia. The discussion also covers the spread between growth and value investments, noting the extended valuation in a low-growth, low-interest environment. The video concludes by examining market dynamics, including the impact of low interest rates on asset prices.

What are the dangers of investing around geopolitics according to the text?

What long-term structural growth trends are mentioned in the text?

Why is it important to watch the spread between growth and value now?

How does the text describe the current state of growth in the world?

What factors contribute to the valuation widening mentioned in the text?