Jennifer Hill

Articles from this author

Long-term spoils of mid-cap rollercoaster

Long-term spoils of mid-cap rollercoaster

It has been a rollercoaster ride for investors in UK equities – the most unloved stock market in the world – and especially so for fund managers like JPMorgan’s Georgina Brittain whose universe has a domestic focus. For her, a net 35% of global asset allocators being...

Growth themes beyond big tech

Growth themes beyond big tech

Kyle Williams, co-manager of the JP Morgan UK Equity Growth fund, picks some of his top non-tech themes. For JP Morgan UK Equity Growth fund manager Kyle Williams, the microchip and the internet have been as transformative for life today as the rotary steam engine and...

Value breaches tech boom low

Value breaches tech boom low

Value has experienced its longest period in the doldrums since the great depression of the 1930s and is now cheaper relative to growth than it was during the height of the tech boom. JP Morgan fund manager Ian Butler sees parallels between today and the late 90s with...

Value breaches tech boom low

JP Morgan’s Butler traverses value tightrope

This year has been brimming with opportunity and rife with risk for value managers like Ian Butler. The stock market sell-off in March allowed him to add defensive names at knock-down prices to a portfolio typically populated with cyclicals. However, global lockdowns...

Smaller companies to own for after the crisis

Smaller companies to own for after the crisis

Companies might struggle to post profits this year, but JPM UK Smaller Companies fund manager Georgina Brittain has her sights set on 2021 and beyond. ‘Don’t just think about the here and now,’ she said. ‘This year will be a write-off in profit terms for some...

Smaller companies crush the curveballs

Smaller companies crush the curveballs

UK smaller companies funds have produced more than double the returns of funds with a larger or multi-cap focus in the four years since the EU referendum. The average return in the IA UK smaller companies sector in the four years to 22 June is 32.3% – 130% more than...

Patel unveils stock-picking amid global trends

Patel unveils stock-picking amid global trends

Seismic shifts in the way the world works – from flexible working to online shopping – bode well for JPM UK Equity Income, which looks across sectors and the market capitalisation spectrum to capitalise on trends such as digitation and low-cost home ownership. We...