Investing in growth doesn’t just mean backing American tech titans. Citywire asked several wealth managers and advisers...
Kyle Williams, co-manager of the JP Morgan UK Equity Growth fund, picks some of his top non-tech themes. For JP Morg...
At the start of September we moved out of our flat. It is unbelievable how much clutter we have accumulated in three ye...
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...
Retail is a sector ripe with opportunity for long/short JPMorgan fund manager Callum Abbot, but it is not a simple case of buying the e-tailers and selling the high street names. ‘Disruption has been a huge theme for a number of years now – the advent of the internet...
JPM UK Equity Plus shorted eight out of 10 of the worst performing UK stocks last year and did not own the other two, positioning that contributed more than 3.3% of alpha for the year. The ability to short stocks is a defining feature of the fund and differentiates it...
Galvanised by the general election result and ‘Boris bounce’, savers poured £1.3 billion into UK equity funds in December – inflows not seen since 2013. This new-found confidence was felt across the UK commercial community, with demand for funds investing in large,...
Mercantile, the largest UK equities investment trust, has seen a ‘substantial pick-up’ in the income it pays to investors – strengthening the case for income-seekers to diversify into smaller companies. The trust is Winterflood Investment Trusts’ preferred pick in the...
It’s no surprise that the uncertainty of recent years made fund buyers and advisers reluctant to hold UK equities. But positive sentiment is growing once more.
The UK is not known for creating great technology companies, but for Guy Anderson, manager of the Mercantile investment trust, the sector is ripe with opportunities. ‘Technology isn’t something with which the UK is usually associated, but looking over the last five...
