ten theses for ten years

JP Morgan in New York

The US bank has one of the largest research departments in the world.

(Photo: Reuters)

Frankfurt The major US bank JP Morgan has summarized the findings of its entire research apparatus in theses that are particularly interesting for long-term investors. The statements could very briefly be summarized as follows: stocks remain the right choice for the core of the portfolio.

You could also say: Much continues as before. But it’s worth taking a look at the details.

Thesis 1: The higher inflation is deliberate and will be with us for a long time to come.

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