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AI hardware, real assets and an EM play

AI hardware, real assets and an EM play

President Donald Trump’s indefinite extension to the U.S.-Iran ceasefire dominated market chatter on Wednesday, with asset prices reflecting a mixed picture.

European and Asian stocks were in mixed territory, as futures markets pointed to major U.S. indices opening slightly higher.

Here are four investment strategies we heard out of CNBC’s London studios on Wednesday to help navigate the noise.

Real assets

Don’t over-index on one-off events, says J.P. Morgan Private Bank

Grace Peters, co-head of global investment strategy at J.P. Morgan Private Bank, is advising clients not to over-index to one-off events and not to underestimate what’s going on beneath the surface, as large structural themes play out.

“When you think about enduring themes that probably have an eight-to-10-year runway; security……

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