3 ways the pros are trading markets right now, including how JPMorgan is playing China

CNBC Top News ·

3 ways the pros are trading markets right now, including how JPMorgan is playing China

The Nasdaq opened slightly higher on Wednesday, as tech stocks look poised to continue their recent rally amid the AI boom. Iran and the U.S. …

The Nasdaq opened slightly higher on Wednesday, as tech stocks look poised to continue their recent rally amid the AI boom. Iran and the U.S. are still struggling to make progress to end the war, while investors are also watching out for developments from U.S. President Donald Trump's visit to China. Here are three investment strategies we heard in CNBC's Singapore and London studios on Wednesday to help navigate the noise. Short on U.K. gilts Jordan Rochester, head of FICC strategy EMEA at Mizuho Bank, said he's been short U.K. gilts and rates, adding that they have had that position since the start of the Iran war. He said: "The U.K. stands out as one of the most impacted from the inflation shock that's coming, and I think the Bank of England could be more aggressive than what's priced." Rochester says it was difficult to own U.K. rates as he sees the Bank of England as reluctant to go ahead with rate hikes in June, but believes that they will eventually. "I think if we're still talking about the Strait of Hormuz, central banks, such as the ECB, Bank of England, go ahead, and that will lead to a continued rate sell off," he said. China .SZSC 5Y line Shenzhen Composite over five years Alexander Treves, head of APAC equity investment specialists at J.P. Morgan Asset Management, talked about the attractiveness of China, telling CNBC that a lot of what is happening in the Middle East is good for the country. …

Original source: CNBC Top News

Mentioned

Iran war · JPMorgan · Singapore · Middle East · Donald Trump · Bank of England · Hormuz