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...
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...
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...
In a year when the UK stock market slid 9.8%, the JPM UK Equity Plus long/short fund lost just 8.5% and has added nearl...
Thursday 7 January 2021 at 14:00 GMTJoin Karen Ward, Chief Market Strategist, EMEA, Mike Bell and Hugh Gimber...
As I write, it is Christmas Eve. The end of the year is an opportune time to reflect but there is still rather a lot to...
