Erik Wytenus

Head of Investment Strategy, J.P. Morgan Private Bank

· tracked since Jun 2026

Calls 1 1 Posts tracked · 1.0/day Posted today

Calls

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90d 1

Win Rate - Long 1 Short 0

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

VGK Vanguard... Vanguard FTSE Europe ETF

Long

Jun 19

$88.27

+0.0%

Buy European equities for AI‑driven earnings.

The global economy remains on a sound trajectory with a positive earnings cycle, led by the US but now feeding into Europe. The AI innovation cycle provides powerful earnings tailwinds, boosting industrial, data centre, and renewable enablers in Europe. It is a good time to be front‑footed and well invested in European equities.

Macro

YOUTUBE

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