JPMorgan: Investors can take advantage of stock market weakness to increase allocations

Glonghui, April 27 – JPMorgan strategists stated that investors can increase their equity allocations when the stock market weakens. Although geopolitical risks continue to make headlines, military, political, and economic constraints mean it's unlikely the situation will escalate for long. While the JPMorgan strategists remain cautious about "AI risk stocks," they believe these stocks may see a tactical rebound in the short term, but will ultimately be sold within 12 to 18 months to take advantage of the rebound. JPMorgan continues to overweight emerging markets over developed markets and maintains an optimistic outlook on the mining sector.