Kolanovic Eyes Goldilocks Market Strategies, Reduces Recession Chance

There are Goldilocks market strategies that might work well in the current environment, JPMorgan’s Marko Kolanovic said in a report out today. In an April Market Commentary reviewed by ValueWalk, the head of the bank’s quantitative and derivatives strategies notes the various algorithmic impact across market segments and reduced possibility for a 2016 recession, slightly moderating a previous very bearish viewpoint.

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Goldilocks market strategies: Kolanovic likes the carry trade strategy in an era of monetary divergence

Kolanovic looks at the world of investing and continues to recommend his risk “barbell” portfolio strategy despite a slightly less gloomy economic forecast. The much watched quantitative analyst, who previously forecast an extremely...