Marko Kolanovic ‘Dials Down’ Bullish Call After Nailing Stock Surge, Delivers...
"Ultimately we think that politicizations of COVID-19 will backfire"...
View ArticleMarko Kolanovic: It’s Ok To Buy The Dip
Positioning and low risk of new lockdowns justify a reasonably constructive take.
View ArticleMarko Kolanovic On The Rally, The Election, Tech Crowding And COVID-19
"Many investors did not participate in the equity rally".
View ArticleMarko Kolanovic On How To Hedge A ‘Triple-Whammy’ To Multi-Asset Portfolios
For a decade (at least) investors have been afforded the opportunity to “have their cake and eat it too”, asContinue Reading
View ArticleMarko Kolanovic: Investors Should Position For Rising Odds Of Trump Victory
JPMorgan’s Marko Kolanovic predicted Donald Trump’s election victory in 2016. In a note dated Monday, he says the odds areContinue Reading
View ArticleKolanovic Sees Portfolio Rebalances As Possible Stock Tailwind, As Monthly...
Earlier this month, JPMorgan’s Nikolaos Panigirtzoglou flagged the potential for some $200 billion in rebalancing flows to derail equities inContinue Reading
View ArticleKolanovic Says Election Is ‘Best Of Both Worlds’ For Stocks. Offers Advice To...
The result of the US election is “likely the best of both worlds for stocks,” JPMorgan’s Marko Kolanovic said, inContinue Reading
View ArticleMarko Kolanovic Delivers 2021 Outlook: ‘A Decline In Volatility Creates A...
JPMorgan’s Marko Kolanovic grabbed plenty of headlines over the course of the pandemic, both within the financial media and, inContinue Reading
View ArticleMarko Kolanovic: ‘Outlook Is Positive, Buy The Dips’
“[The] outlook remains positive – buy the dip,” reads the first line of the latest note from JPMorgan’s Marko Kolanovic, out Wednesday. Last year was an interesting one for Marko, who wasn’t shy about...
View ArticleMarko Kolanovic Finds A Bubble – In The VIX
Marko Kolanovic says the VIX is “bound to decline.” In a Wednesday note, Kolanovic blamed recent “turmoil” in markets on the rotation in equities, as cyclicals, value, and other reopening assets...
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