Why JPMorgan's Kolanovic Is Raising S&P 500 Target

The video discusses the market sell-off in early September, driven by the technology sector, and the subsequent rebalancing. It highlights the market's positive outlook with a new S&P target of 3600, noting low positioning in equity markets. The video contrasts value and momentum stocks, emphasizing value's potential as COVID declines. It concludes with the unwinding of hedges in technology stocks, suggesting the process is complete.

What trends are observed in value and momentum stocks during the COVID period?

What is the outlook for value stocks as the COVID situation eases?