JPM_Equity_Strategy_watermark

Mislav Matejka, CFA

Global Equity Strategy

(44-20) 7134-9741

12 November 2018

mislav.matejka@jpmorgan.com

Table of Contents

Equity Strategy Key Calls and Drivers .................................

12

Top Picks ................................................................................

13

Equity Flows Snapshot ..........................................................

14

Positioning..............................................................................

15

Technical Indicators...............................................................

16

Performance ...........................................................................

17

Earnings ..................................................................................

18

Valuations ...............................................................................

19

Economic, Interest Rate and Exchange Rate Outlook ........

21

Sector, Regional and Asset Class Allocations ....................

22