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...
Stocks
Claverhouse buys ‘new nifty 50’
‘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...
Buying the comeback kings
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...
Shorting away the risks
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...
IA calls for FTSE transparency over dividend payments
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...
FTSE falls as virus slowdown hopes fade and Tesco hit
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...
FTSE rallies as coronavirus deaths slow
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%...
Investing after Covid-19: think long term and keep an eye on Warren Buffett
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...
FTSE falls 7.9% as US stocks trigger suspension after oil crash
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...
The long and short of retail stocks
Retail is a sector ripe with opportunity for long/short JPMorgan fund manager Callum Abbot, but it is not a simple case of buying the e-tailers and selling the high street names. ‘Disruption has been a huge theme for a number of years now – the advent of the internet...