Jpmorgan Chase sees the stock market index one that outperforms S&P 500 over 15 years amid uncertainty in American policy, and rejects consumer confidence
The Bank Beheemoth JPMorgan Chase says that the stock market index seems ready to withdraw the reflection and outperforms the S&P 500 index in the next decade.
In a new investment strategic note, JPMORGAN Andrew Vanwazer and William M. Smith says that S&P 500 has surpassed the MSCI EAFE index for about 16 years, but this may begin to change.
The MSCI EAFE index tracks the performance of large and medium -sized companies in Europe, Australia and the Far East. Investors use the indicator as a criterion for the performance of international stock portfolios.
Vanoser and Samith He saysand
“Since mid -2008, the S&P 500 defeated the MSCI EAFE index with a large margin, as it has achieved an average annual revenue of 11.9 % compared to 3.6 % to December 2024.”
But Jpmorgan says that the exceptional in the American market has now started cracking, especially in the technology sector, after China announced that Deepseek has started to run artificial intelligence (AI) has launched a model that can compete against the best AI platforms in America.
“Once the news related to Deepseek, for example, the proportional evaluation of the US market decreased to EAFE from 55 % to 49 % – since then, it has decreased further, to 39 % (as of March 11).”
According to JPMorgan analysts, the uncertainty surrounding American economic and external policies, consumer confidence tension, increased inflation due to Trump’s tariff and the potential decision of the Ukraine war can serve as stimuli to turn in the market.
“The assumptions of the long -term capital market in JPMorgan that Eaff shares may surpass American shares by 1.4 % (8.1 % compared to 6.7 %) on an investment horizon from 10 to 15 years. Many investors may be skeptical of this prediction, but modern market events have made it clear how American threats may wander.
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