China Banks, Consumer Stocks 'Look Good,' JPMorgan Private's Wolf Says

The video discusses the current state of global economic data, highlighting the strength of the US economy compared to other regions like Europe, Japan, and China. It also examines the impact of China's stimulus efforts and the weakening global trade. The investment strategy section focuses on adding duration, moving up in quality, and targeting secular growth themes in tech and healthcare. The strategy also includes a shift towards defensive sectors and acknowledges potential tactical rallies around the Fed's policy changes.

How is the strategy evolving in terms of asset allocation?

What sectors are highlighted as having potential growth opportunities?