Security and Sector Selection Remains Key: JPMorgan Strategist
The markets are flirting with record highs with the S&P 500 above 2,100 and the Dow Industrials past 18,000, so what should investors expect for the rest of the year?
The markets are flirting with record highs with the S&P 500 above 2,100 and the Dow Industrials past 18,000, but coming off a disappointing earnings season, what should investors expect for the rest of the year? TheStreet's Scott Gamm speaks with David Lebovitz, global markets strategist at JPMorgan Asset Management, who expects earnings growth to accelerate in 2015, pushing stock prices higher. Lebovitz also shares which sectors he's watching both in the United States and in Europe, especially as the euzozone embarks on a massive $1.2 trillion quantitative easing program.
