JEPQ: Like The Sector Exposures, Dislike The Equity Linked Notes
Portfolio Pulse from
JEPQ has favorable sectoral exposures for a risk-on mood in 2025, with overweights in technology and semiconductors, and underweights in banks compared to SPY. This positioning helps JEPQ avoid potential headwinds from NIM compression as rates fall.
January 19, 2025 | 8:00 pm
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JEPQ's sectoral exposures are favorable for a risk-on mood in 2025, with overweights in technology and semiconductors, and underweights in banks, which helps avoid NIM compression headwinds.
JEPQ's strategic sectoral allocations align with a risk-on investment environment, favoring growth sectors like technology and semiconductors. The underweight in banks helps mitigate risks associated with falling rates and NIM compression.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100