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...
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...
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 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...
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...
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...
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....
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’ …...
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...
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...
The road to reopening continues to proceed as expected in the UK. I went into the office a couple of times in April aft...
As a Chelsea fan I was delighted with the outcome of last weekend’s FA Cup semi-final between Chelsea and Man...
A host of UK smaller companies have reported results ahead of analysts’ expectations in what JPMorgan fund manager Kate...