JPMorgan Claverhouse has been repositioned twice in the past year – at the height of the coronavirus crisis towards resilient companies and six months later towards more cyclical businesses. ‘It’s been a year like no other,’ said Will Meadon, who runs the UK equity...
JPM UK Equity Plus differentiates itself from its peer group through the ability to short. Fund manager Callum Abbot said “We use shorting as a way to get meaningful underweights in a market with a structure that restricts long only managers from doing so.” A dozen...
It is a new year but unfortunately there is no watershed moment. 2020 humbled my way of thinking a few times. I’ve accepted the pandemic has changed some aspects of life for the long term. This is not inherently a bad thing; I will not miss commuting five times a...
As the UK endures yet another period of lockdown, we exit 2020 having witnessed a last minute Brexit deal, the start of a vaccination programme, and a strong period of reporting for UK listed companies. Analysts were quick to cut their forecasts sharply at the start...
Wednesday 27 January 2021 – 2PM GMT/3PM CET Interest rates on cash and government bonds look set to remain low for the foreseeable future. This will help the economy but leaves an enormous challenge for investors in need of income. Join Karen Ward, Chief Market...
In a year when the UK stock market slid 9.8%, the JPM UK Equity Plus long/short fund lost just 8.5% and has added nearly 2% of outperformance per annum since inception. The fund follows the same strategy as many other JPMorgan UK equity funds in looking for stocks...
As I write, it is Christmas Eve. The end of the year is an opportune time to reflect but there is still rather a lot to pack into the remaining eight days so I’ll defer that till January. I am optimistic about 2021. The first quarter will be extremely difficult and...
Thursday 7 January 2021 at 14:00 GMTJoin Karen Ward, Chief Market Strategist, EMEA, Mike Bell and Hugh Gimber, Global Market Strategists, as they explore the key themes that are likely to shape the global markets in theyear ahead.The team will discuss...
The continuation of Brexit trade talks is seen as a positive for JPMorgan UK equities fund manager James Illsley. ‘There must have been some ground given for talks to continue. We always knew there would be a lot of posturing and it would go to the wire,’ he said,...
It has been a grind back up, but all things considered, UK equities have remained pretty resilient in 2020 - and the outlook for next year looks encouraging. Six PMs explain why it's time to be optimistic and reveal where they are looking for opportunities.
JPMorgan Claverhouse has been repositioned twice in the past year – at the height of the coronavirus crisis towards res...
JPM UK Equity Plus differentiates itself from its peer group through the ability to short. Fund manager Callum Abbot sa...
Fundsmith Equity was knocked off the top spot of Interactive Investor’s monthly fund bestseller list in December f...