A barbell approach to income investing helped to defend JPMorgan Claverhouse from th...
The JPM UK Equity Income fund adopts an unconstrained approach to income investing, seeking companies across the market...
Do digital leaders outperform digital laggards? Corporate management teams and investors have considered the value of d...
JPMorgan fund manager Georgina Brittain likes pleasant surprises and is finding plenty of reasons to delight in recent trading updates. Momentum is one of three factors the veteran mid-cap stock-picker favours, the other two being quality and value, and a host of her...
JP Morgan UK Equity Growth fund manager Kyle Williams sells out of airlines and pubs and fills his basket with e-commerce starlets. The Covid-19 pandemic has accelerated existing growth trends, the rise of online retail being a notable example and one...
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 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...