JPM is tempting us considering both our large cash position and macro-economic view into Christmas. The stock looks great after its recent 13% correction, this would potentially be relatively short-term foray into the investment bank but a 10-15% return over 4-6 months is more attractive than cash in today’s low rate world.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Vaneck FTSE Global Infrastructure ETF (IFRA)
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Gerrish: The correction is done, we’re positioning for what comes next
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Friday 6th June – Dow off -108pts, SPI down -13pts
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MM is bullish JPM at current levels initially looking for 10-15% upside
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Vaneck FTSE Global Infrastructure ETF (IFRA)

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Friday 6th June – Dow off -108pts, SPI down -13pts
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