The JPM UK Equity Income fund adopts an unconstrained approach to income investing, seeking companies across the market cap and dividend yield spectrum to offer capital growth alongside an attractive dividend yield. Companies held in the portfolio typically fall under...
Wednesday 26 May 2021 - 9:30am – 10am The outcome of Brexit has reinvigorated investor interest in the UK equity market. Join James Illsley, Portfolio Manager, and Andrew Robbens, Investment Specialist, as they...
JP Morgan Asset Management’s investment stewardship specialists undertook 500 engagement discussions with 402 portfolio companies globally last year. Engagement with 96 of these companies focused on at least two ESG factors. The team...
As environmental, social and governance (ESG) factors become more ingrained in the investment landscape, managers with deep in-house resources like JP Morgan stand to make a big difference to...
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...