UK investment opportunities for a decisive decade
From Brexit to 2030 via climate change and a global pandemic; the 2020s are shaping up to be an eventful decade for the UK economy.
Join Citywire and J.P. Morgan Asset Management to make sense of what might happen.
Featured articles
Mercantile capitalises on recovery stories
Structural growth stories form the bedrock of Mercantile, the mid- and small-cap investment trust. Changes made to the portfolio since the onset of the coronavirus pandemic also make it well placed...
Mercantile cherry-picks high growth IPOs
High growth businesses are taking the UK stock market by storm in a flurry of initial public offerings (IPOs) that promise to rejuvenate its staid image. They are providing rich pickings for mid and small-cap investment trust Mercantile. Having participated in just...
The long and short of it: Review of the markets in June
We, like most of the UK it seems, recently moved house. We only had one sofa in our old flat, a pre-child purchase… in midnight blue velvet. Needless to say, it is covered in milk, yogurt and general baby/toddler related mess, so we’ve decided to treat ourselves to a...
How we’re finding ESG winners where you might not expect them
Anthony Lynch When people talk about ESG investing their thoughts normally go to wind farms and solar power. Whilst these utilities have an important role to play in energy transition to a lower carbon economy, they are not the be all and end all of ESG investing. In...
Guide to the Markets Q3 2021 Webconference
Guide to the Markets Q3 Webconference | Tuesday 8 July at 3PM Join Karen Ward and Mike Bell, Global Market Strategists as they use charts from the new Guide to the Markets to discuss the key near-term themes including...
Value and growth winners from the recovery
Which UK sectors and companies are poised to do well amid economic recovery? Citywire asked several wealth managers and advisers to name their top value and growth destinations. Five years after the Brexit vote in June 2016, the UK finally seems to be emerging from...
Claverhouse positioned for a ‘good year for specials’
A stronger-than-expected rebound in economic growth could herald a strong year for special dividends and share buybacks – something that JPMorgan Claverhouse Investment Trust is well positioned for. Callum...
Barbell approach to income pays dividends for Claverhouse
A barbell approach to income investing helped to defend JPMorgan Claverhouse from the pounding dividend stocks received last year and has allowed it to participate in the rotation to value this year. ...
Latest news
Size matters
Despite the euphoria around the Brexit deal at the end of 2020 and start of the vaccine rollout, the renewed lockdowns in the UK, new virus strains and the astonishing Gamestop/Reddit saga has led the market to become rather directionless in recent weeks with share...
FTSE hits 10-month high as it smashes through 6,800
The FTSE 100 has hit a 10-month high after soaring through the 6,800 barrier for the first time since the Covid-19 crash as investors cheered the Democratic win in the Georgia Senate election. By 3.30pm the main London index jumped 229 points, or 3.2%, to 6,842 as it...
FCA calls for more ‘resources and money’ to tackle pension scams
The FCA has told MPs on the Work and Pensions Committee (WPC) that it needs more funding to tackle pension scams as it has been ‘raiding’ cash reserves to pay for recent anti-scam campaigns. The FCA has run several campaigns in recent years. The main campaign,...
Newcastle IFA launches online academy for trainee advisers
Newcastle-based IFA Lowes Financial Management has launched an online academy for trainee advisers taking the Chartered Insurance Institute’s (CII) level 4 diploma in regulated financial planning. The academy offers 12-week courses for each of the R0...
Baillie Gifford adds manager to top £2.3bn European fund
Baillie Gifford has named Josie Bentley as a co-manager on its £2.3bn European fund. She joins as the fourth manager on the fund, alongside the triple AAA-rated duo of Stephen Paice and Moritz Sitte, as well as Chris Davies. Bentley...
Fundsmith knocked off sales top spot as Baillie Gifford dominates
Fundsmith Equity was knocked off the top spot of Interactive Investor’s monthly fund bestseller list in December for the first time since 2018. The broker described the handover to Baillie Gifford’s £6.6bn American fund as a ‘momentous’ moment, capping...
Ruffer nets £320m+ profit in two month bitcoin trade
Ruffer has bagged a profit of up to £693m from bitcoin, less than two months after buying into the cryptocurrency in November. Bitcoin’s stunning bull run has continued through the end of 2020 into the start of this year as its surged beyond $34,000 for the first time...
FTSE jumps 1.7% on first trading day of 2021
The FTSE 100 surged 3.1%, before paring back from highs to close 1.7% up, as it started its first trading session of 2021 buoyed by vaccine roll-out news and an oil price jump that lifted miners. The main index leaped 200 points before subsiding to a 111 point...
