JPMorgan strategists advise buying market dips as Iran conflict continues

4 articles · Updated · MarketWatch · Apr 27

Chief global strategist Mislav Matejka and his team expect broader market leadership and outperformance by international and emerging market stocks, following the S&P 500’s ninth record high this year.
They argue that unlike 2025, the rebound will not be led by the Magnificent Seven, with value and small-cap stocks likely to benefit. Central banks are seen as unlikely to hike rates amid the current geopolitical energy shock.
JPMorgan’s stance reflects improved S&P 500 earnings momentum and moderating inflation, contrasting with post-pandemic and Ukraine war periods. Green shoots in China and Europe may further support a broad-based recovery.

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