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The long and short of it: Review of the markets in April

The long and short of it: Review of the markets in April

The road to reopening continues to proceed as expected in the UK. I went into the office a couple of times in April after a year out (with the exception of picking up my bike last summer). On one day my floor was so quiet that the lights, which are triggered by motion...

Cognitive errors in sports and investing

Cognitive errors in sports and investing

As a Chelsea fan I was delighted with the outcome of last weekend’s FA Cup semi-final between Chelsea and Manchester City. But Chelsea’s defensive solidity and delightful counter attacking play is not what this article is about. The game provided a more...

J. P. Morgan managers capitalise on smaller company activity

J. P. Morgan managers capitalise on smaller company activity

A pick-up in share placings, IPO activity and beaten-up companies moving down the market capitalisation scale has the managers of JPMorgan UK Smaller Companies spoilt for choice. Georgina Brittain and Katen Patel have invested selectively with a focus on capturing the...

The long and short of it: Review of the markets in April

The long and short of it: Review of the markets in March

The UK continues to track along the government’s road map to opening up. All the statistics are moving in the right direction and the vaccination effort has been exceptional. The government has promised a review of their guidance to work from home before stage four...

Domestic smaller companies poised to lead UK recovery

Domestic smaller companies poised to lead UK recovery

A host of UK smaller companies have reported results ahead of analysts’ expectations in what JPMorgan fund manager Katen Patel deems to be the start of a strong re-rating for domestic earners. ‘The Covid-19 crisis hit UK company earnings hard last year – mid and small...

Guide to the Markets Q2 2021 webconferences

Guide to the Markets Q2 2021 webconferences

26 April to 29 April 2021 Join our Global Market Strategists as they explore the key themes that are likely to shape global markets in the quarter ahead. The team will also be joined by Nicola Rawlinson and Smiti Nigam, Macro Strategies Investment Specialists, to...

If not now, then when

If not now, then when

Where are we now? The dichotomy in performance between value and growth over the last decade is well documented but could this be drawing to a close? Even after the recent value rally, valuation spreads in the UK are extremely wide. At a global level it is even wider....

The long and short of it: Review of the markets in April

The long and short of it: Review of the markets in February

I had a catch-up call with a few colleagues the other day. One of my colleagues made an excellent point about how stilted virtual group meetings are. There is almost no spontaneity, as it just leads to interruptions and a period of ‘you speak’, ‘no you speak’ …...

A budget with a short term boost for businesses

A budget with a short term boost for businesses

After enduring a long year of lockdowns and daily press briefings, we find ourselves with an economy 10% smaller and a national debt burden substantially larger. It will no doubt have brought reassurance to individuals and businesses across the country to hear the...