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JPMorgan’s Kolanovic Stands Apart in Saying Stocks Will Rebound

  • Kolanovic sees stocks rising as peak investor bearishness over
  • Goldman strategists say too early to expect Fed policy pivot
Marko Kolanovic
Marko KolanovicSource: Bloomberg
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JPMorgan Chase & Co.’s Marko Kolanovic is emerging as one of the very few bulls among Wall Street’s top strategists saying US stocks will rally in the second half.

Kolanovic, voted the No. 1 equity-linked strategist in last year’s Institutional Investor survey, has stuck to his calls for risky assets this year despite the sharp rout in the first half. He expects a rebound in stocks on attractive valuations and as the peak in investor bearishness has likely passed.