The Long and the Short

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...