Macro Opportunities Knock

This week Guy Foster, Head of Research talks to Shrenick Shah, the manager of the JPM Macro Opportunities Fund. Shren and his colleagues have considerable flexibility in how they implement their investment strategy. We ask Shren what he expects by way of a cyclical recovery in equity markets as well as getting an update on the secular themes he also has running through the portfolio. Can the technology sector continue to perform after the run it has had and as volatility picks up? What impact will the US election have on markets and will it be affected by the potential nomination of a new Supreme Court Justice?