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...
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...
‘The nifty 50 was a phenomenon in the US in the 60s when earnings were scarce... Today, it is the tech giants – almost a nifty five’ Will Meadon, JPMorgan Claverhouse investment trust. Housebuilders, life assurers and online retailers are among Will Meadon’s ‘new...
Bus operator National Express, fashion retailer Next and airline Wizz Air are among the ‘quality’ businesses that JP Morgan fund manager James Illsley, who holds a Citywire + rating, has been buying at knockdown prices. They stand to be the comeback kings in their...
The key point of difference for JPM UK Equity Plus is its ability to short. In my previous two articles on the JPM UK Equity Plus fund, “Extending the alpha opportunity in UK equity” and “Standing out from the crowd in UK equity” I explained how shorting gives...
FTSE companies that suspend dividend payments as a result of current market uncertainty will be expected to restart them ‘as soon as it is prudent to do so’, the Investment Association (IA) has said. In a letter sent to all FTSE chairs on behalf of its members...
The FTSE 100 has fallen as hopes of a slowdown in the spread of the coronavirus pandemic faded, insurers weighed after cancelling their dividends and Tesco (TSCO) cooled bullishness on the supermarket sector after warning on costs. The UK blue-chip index...
The FTSE 100 has rallied after a slowdown in coronavirus deaths in France and Italy over the weekend, while European governments began preparations to ease lockdowns put in place to contain the spread of the pandemic. The UK blue-chip index jumped 93 points, or 1.7%...
We know a lot about stock market crashes, much more than we know about a public health catastrophe such as that brought about by the coronavirus Covid-19. This is a blow to the world economy that has not happened since the Spanish ’flu pandemic of 1918-20. But the...
Update: The FTSE 100 has fallen back under the 6,000 mark after a 7% plunge at the US open triggered a suspension to dealing on US stock markets. The UK blue-chip index was down 478 points, or 7.4%, at 5,983, as dealing on US stock markets was halted for 15...
Small caps tend to fall more sharply in a bear market but bounce back stronger and outperform over the longer term. Cit...
I picked up my bike from the office garage the other day. It was the first time I had been into the City since lockdown...
On Wednesday, Rishi Sunak (or “dishy” Rishi as my mum calls him) announced a “mini” (£30bn) budget as part of the gover...
