JPMorgan’s Schowitz Likes U.K. Equities

The video tutorial provides an analysis of the SPX sectors, emphasizing the importance of the earnings season for stock market outlooks. It highlights that while Q2 results may be slightly positive, the focus is on future growth, particularly in Q4 and beyond. The discussion points out that the stock market is overexposed to troubled sectors like tech, while underweight in consumer and service areas. The video also explores investment strategies, suggesting credit assets and UK bonds as safer options amidst market uncertainties, including Brexit-related concerns.

What does the speaker imply about the current state of company forecasts?

What is the speaker's perspective on the UK market in relation to Brexit?