Shairp David
Tuesday 24 August 2010
David is a strategist within JP Morgan Global Market Asset Group (GMAG) and is responsible for communicating J.P. Morgan’s economic and asset allocation strategy. An employee since 2004, David previously worked at BNP Paribas as a strategist, chief economist and head of research.
Linked articles
Opinion Equities as yield assets
Back in the 1950s equities were seen as yield products, being as utility type assets. It was only from the 1960s that stocks were seen as growth
assets. 2011 has been a watershed because yields have exceeded bond yields
Strategy Two big macro themes the strategic investor should be looking at
The two big macro themes that investors should keep in mind are those of deleveraging and rebalancing. There has been a ream of insight written about fiscal sustainability over the past three years, but the most important question lies in whether there will be an offsetting “relevering” of activity
Opinion Greece: awaiting the inevitable
The credit default swap market is pricing in a 65% probability of a default within the next five years.
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