The Long and the Short

The long and short of it: Review of markets in June

The long and short of it: Review of markets in June

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 had begun. It felt almost nostalgic, as I cycled from the office back to my flat in northwest London. It was great to see activity; with vehicles on...

The long and short of it: Review of markets in June

The long and short of it: Review of markets in May

It was my birthday this month. I’m not one to make a big fuss but it has historically been a good excuse to get a few friends together at a pub and enjoy some early summer sunshine. This year was perhaps the most extraordinary birthday I’ve had, yet the most...

The long and short of it: Review of markets in June

The long and short of it: Review of markets in April

It is remarkable how quickly the alien becomes routine. Having settled into lockdown and working from home, my previous life seems a distant memory. I have to remind myself that I have only been working from home for 7 weeks. Lockdowns have been effective in bringing...

The long and short of it: Review of markets March 2020

The long and short of it: Review of markets March 2020

The beginning of a period of unprecedented social lockdown that will mark a moment in human history. This is not to say that the economic impact is necessarily going to be as harsh as in the Great Financial Crisis of 2008 or change the political map like the fall of...

The long and short of retail stocks

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...

The long and short of retail stocks

The long and short of it: Review of markets February 2020

Even though 2020 is a leap year, I do not think many people will have been glad of the extra day in February. It has been a fairly miserable month; storms have raged, locusts have swarmed and coronavirus is causing pandemonium. You could be forgiven for thinking it is...

The long and short of retail stocks

The long and short of it: Review of markets January 2020

Happy New Year! Our first with a baby… we did not make it to midnight, yet still woke up on New Year’s Day shattered and fragile. Hopefully you will be glad to hear I do not like to make resolutions or grandiose predictions. Too often this time of year is used as an...