Valerie Urbain

Global Head of Research, J.P. Morgan
· tracked since Apr 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
AAXJ long +15.7%
VGK long +0.7%
Worst Calls
No live losers yet
Most Mentioned
VGK ×1
AAXJ ×1
Recent Calls
AAXJ long 1 month ago
VGK long 1 month ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 50%
30d 50%
90d
Average Return +8.2% Long Return +8.2% Short Return -
Average Return
7d +0.9%
30d +4.9%
90d
Result
Result
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Thesis
Theme
Source
Long
Apr 14
$105.57
+15.7%
Diversify from USD into European and Asian assets.
Investors are increasingly diversifying away from the US dollar, showing more interest in European and Asian assets as investments mature, driven by the development of Asian bond markets, renminbi internationalization, and the savings and investment union in Europe.
Macro
Long
Apr 14
$88.37
+0.7%
Diversify from USD into European and Asian assets.
Investors are increasingly diversifying away from the US dollar, showing more interest in European and Asian assets as investments mature, driven by the development of Asian bond markets, renminbi internationalization, and the savings and investment union in Europe.
Macro
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