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...
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...
I went out for dinner with my wife this weekend. It was the first time we’ve been out for a few months and probably the last meal out before our second child arrives …and, therefore, the last meal out for some time! I must...
Following the unprecedented dividend cuts we saw across the UK market earlier this year, it finally appears there is some light at the end of the tunnel. During the first wave of the pandemic, the Link Group produced their Q1 dividend report which detailed a best case...
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...
Investing in growth doesn’t just mean backing American tech titans. Citywire asked several wealth managers and advisers to disclose their favourite growth theme. ARTIFICIAL INTELLIGENCE Derek Dryden, a wealth planning adviser at Gale and Phillipson in north Yorkshire,...
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...
Zoom meetings are here to stay, but there is reason to believe that over the long term, a return to the office will have material benefits for all. Working from home appears effective in the short term where everyone knows each other, but it may not work so well in...
At the start of September we moved out of our flat. It is unbelievable how much clutter we have accumulated in three years. We wouldn’t consider ourselves hoarders, but the process of packing up does force some introspection. A rule of thumb I’ve heard is, if you...
Join Karen Ward, Chief Market Strategist for EMEA, and our Market Insights team as they explore the key trends and themes that are likely to shape the global markets in the coming months. They will outline how Covid-19 continues to affect both the economy and markets,...
JPMorgan fund manager Georgina Brittain likes pleasant surprises and is finding plenty of reasons to delight in recent...
I went out for dinner with my wife this weekend. It was the first time we’ve been out for a few mon...
Investing in growth doesn’t just mean backing American tech titans. Citywire asked several wealth managers and advisers...
