Strategy

Long-term spoils of mid-cap rollercoaster

Long-term spoils of mid-cap rollercoaster

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...

Market underestimates shift to online shopping

Market underestimates shift to online shopping

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...

Homeworking cannot work for everyone

Homeworking cannot work for everyone

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...

Smaller companies crush the curveballs

Smaller companies crush the curveballs

UK smaller companies funds have produced more than double the returns of funds with a larger or multi-cap focus in the four years since the EU referendum. The average return in the IA UK smaller companies sector in the four years to 22 June is 32.3% – 130% more than...

Strategy focus: Investing through the lifecycle for income

Strategy focus: Investing through the lifecycle for income

Technology is not a conventional stomping ground for income investors but is proving an important source of returns for Citywire AAA-rated JP Morgan manager Katen Patel. He is finding opportunities in companies that play to such themes as digitisation and the energy...

Blackfinch AM launches ESG multi-asset fund range

Blackfinch AM launches ESG multi-asset fund range

Blackfinch Asset Management has launched four environmental, social and governance (ESG) approved multi-asset unit trusts, as it makes its move into the retail investment space. The trusts, which will be known as the Adaptation Funds, will blend both active and...

M&G eyes IFAs’ model portfolios for PruFunds after Ascentric deal

M&G eyes IFAs’ model portfolios for PruFunds after Ascentric deal

M&G is making a big play in the UK wealth space following its Ascentric platform deal and wants to use the acquisition get the fund range into IFAs’ model portfolios. With £53bn in assets at the end of 2019, PruFunds is a giant in the advised world but it is often...

Strategy focus: Backing the ‘survivors’ club’

Strategy focus: Backing the ‘survivors’ club’

‘[Covid-19] is a health crisis, a social crisis, a financial crisis and an institutional crisis all rolled up, each feeding off the other, and it’s on a global scale'. Will Meadon, JPMorgan, Claverhouse investment Trust. As equity markets started their descent into...

IA calls for FTSE transparency over dividend payments

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...

Strategy focus: A smoother ride in UK equities

Strategy focus: A smoother ride in UK equities

An investment strategy that focuses on high-quality companies and is well diversified across investment styles and sectors should stand UK equity investors in good stead when the ‘skies clear’, according to JP Morgan fund manager James Illsley. ‘Don’t ask me about...