Value has experienced its longest period in the doldrums since the great depression of the 1930s and is now cheaper rel...
It has been great to have test cricket being played again. A sport I am utterly useless at (and one I found pretty dull...
This year has been brimming with opportunity and rife with risk for value managers like Ian Butler. The stock market se...
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...
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...
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...
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...
Technology is not a conventional stomping ground for income investors but is proving an important source of returns for Citywire AAA-rated JP Morgan manager Katen Patel. He is finding opportunities in companies that play to such themes as digitisation and the energy...
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...
‘[Covid-19] is a health crisis, a social crisis, a financial crisis and an institutional crisis all rolled up, each feeding off the other, and it’s on a global scale'. Will Meadon, JPMorgan, Claverhouse investment Trust. As equity markets started their descent into...
‘The nifty 50 was a phenomenon in the US in the 60s when earnings were scarce... Today, it is the tech giants – almost a nifty five’ Will Meadon, JPMorgan Claverhouse investment trust. Housebuilders, life assurers and online retailers are among Will Meadon’s ‘new...
Bus operator National Express, fashion retailer Next and airline Wizz Air are among the ‘quality’ businesses that JP Morgan fund manager James Illsley, who holds a Citywire + rating, has been buying at knockdown prices. They stand to be the comeback kings in their...
An investment strategy that focuses on high-quality companies and is well diversified across investment styles and sectors should stand UK equity investors in good stead when the ‘skies clear’, according to JP Morgan fund manager James Illsley. ‘Don’t ask me about...
