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Gabriela Santos is a Managing Director and Global Market Strategist at J.P. Morgan. In that position, Gabriela is responsible for global economic research, and has played an instrumental role in the team’s development of Chinese and LatAm market analysis.

A frequent contributor to major financial publications like CNBC and Bloomberg, Gabriela delivered fascinating insight on why investors should re-engineer their portfolios for the ‘end of free money’, the first of J.P. Morgan’s 2023 portfolio resolutions. Next, we cover how investors can sift through the growth ‘wreckage’ to unearth real value. And finally, Gabriela explains J.P. Morgan’s third resolution, to consider an increased exposure to non-US equities in 2023. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.