High growth businesses are taking the UK stock market by storm in a flurry of initial public offerings (IPOs) that promise to rejuvenate its staid image. They are providing rich pickings for mid and small-cap investment trust Mercantile. Having participated in just...
A stronger-than-expected rebound in economic growth could herald a strong year for special dividends and share buybacks – something that JPMorgan Claverhouse Investment Trust is well positioned for. Callum...
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...
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...
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...
JPM UK Equity Plus differentiates itself from its peer group through the ability to short. Fund manager Callum Abbot said “We use shorting as a way to get meaningful underweights in a market with a structure that restricts long only managers from doing so.” A dozen...
The FCA has told MPs on the Work and Pensions Committee (WPC) that it needs more funding to tackle pension scams as it has been ‘raiding’ cash reserves to pay for recent anti-scam campaigns. The FCA has run several campaigns in recent years. The main campaign,...
It has been a rollercoaster ride for investors in UK equities – the most unloved stock market in the world – and especially so for fund managers like JPMorgan’s Georgina Brittain whose universe has a domestic focus. For her, a net 35% of global asset allocators being...
JP Morgan UK Equity Growth fund manager Kyle Williams sells out of airlines and pubs and fills his basket with e-commerce starlets. The Covid-19 pandemic has accelerated existing growth trends, the rise of online retail being a notable example and one...
Zoom meetings are here to stay, but there is reason to believe that over the long term, a return to the office will have material benefits for all. Working from home appears effective in the short term where everyone knows each other, but it may not work so well in...