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...
Stocks
‘It’s coming home’ for UK equities: Claverhouse buys cyclicals
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...
Adding alpha through shorting
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...
FTSE hits 10-month high as it smashes through 6,800
The FTSE 100 has hit a 10-month high after soaring through the 6,800 barrier for the first time since the Covid-19 crash as investors cheered the Democratic win in the Georgia Senate election. By 3.30pm the main London index jumped 229 points, or 3.2%, to 6,842 as it...
JPMorgan’s Brittain pleasantly surprised by trading
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...
Growth themes beyond big tech
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...
JP Morgan’s Butler traverses value tightrope
This year has been brimming with opportunity and rife with risk for value managers like Ian Butler. The stock market sell-off in March allowed him to add defensive names at knock-down prices to a portfolio typically populated with cyclicals. However, global lockdowns...
Smaller companies to own for after the crisis
Companies might struggle to post profits this year, but JPM UK Smaller Companies fund manager Georgina Brittain has her sights set on 2021 and beyond. ‘Don’t just think about the here and now,’ she said. ‘This year will be a write-off in profit terms for some...
Blue Whale defies crisis to grow by £124m
The Peter Hargreaves-backed Blue Whale Growth fund has defied the recent market volatility to grow by more than £100m since the beginning of the coronavirus crisis. The fund, which has returned 58.6% since inception in September 2017 to 10 June and...
Patel unveils stock-picking amid global trends
Seismic shifts in the way the world works – from flexible working to online shopping – bode well for JPM UK Equity Income, which looks across sectors and the market capitalisation spectrum to capitalise on trends such as digitation and low-cost home ownership. We...
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New kid on the block with experience at the helm – JPM UK Equity Income FundThe JPM UK Equity Income fund adopts an unconstrained approach to income investing, seeking companies across the market...
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