It cited the red flags of crowded positioning and a heavy overweight in the momentum factor at levels that have historically not been sustainable. This week will be very revealing for investors. Matejka believes this is indicative of a broadening in market leadership being likely upon us and he said his team are warming up to a rotation. JP Morgan Cazenove and Stifel became the latest to add their voices to those calling the top of the tech cycle in the last week. Mislav Matejka, head of global equity strategy at JP Morgan Cazenove, has been a big tech bull through the recovery from the Covid-induced March market lows.
Mislav Matejka, head of global equity strategy at JP Morgan Bingemeter Coppenope and Stifel said his team are warming up to a rotation.
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Mislav Matejka , head of global equity strategy at JP Morgan Bingemeter Coppenope and Stifel said his team are warming up to a rotation .
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