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...
After enduring a long year of lockdowns and daily press briefings, we find ourselves with an economy 10% smaller and a national debt burden substantially larger. It will no doubt have brought reassurance to individuals and businesses across the country to hear the...
Following the unprecedented dividend cuts we saw across the UK market earlier this year, it finally appears there is some light at the end of the tunnel. During the first wave of the pandemic, the Link Group produced their Q1 dividend report which detailed a best case...
Value has experienced its longest period in the doldrums since the great depression of the 1930s and is now cheaper relative to growth than it was during the height of the tech boom. JP Morgan fund manager Ian Butler sees parallels between today and the late 90s with...
On Wednesday, Rishi Sunak (or “dishy” Rishi as my mum calls him) announced a “mini” (£30bn) budget as part of the government’s coronavirus recovery plan. The continuation of the “whatever it takes” messaging should be taken as a positive when considering the outlook...
Most equity investors generate returns by buying shares of stocks they think will go up. However, investors can benefit from stocks that they think will go down, using a technique called short selling, or ‘shorting’. To take a short position, an investor borrows the...
Wednesday 11 March is proving to be a day of stimulus for the UK economy as both central bankers and politicians do what they can to fend off the economic impacts of Covid-19. The Bank of England (BoE) unanimously decided on an emergency rate cut of 50 percentage...
Chancellor Rishi Sunak has hinted he could loosen his fiscal rules to help the UK deal with the impact of coronavirus. Speaking on the BBC’s Andrew Marr show yesterday, the chancellor declined to comment on whether he would stick to a government...
‘Investment, be it in human capital or physical infrastructure, must be the way to level the country up’. The UK has a productivity problem, everyone agrees that. Since the financial crisis of 2008-09, growth of output per worker has remained pretty much flat. Output...
Have you ever done an exam, been absolutely sure you’ve nailed it, discussed the answers with your friends afterwards reassuring you that you’ve aced it, only to discover on results day that you’ve completely flunked the paper?
A barbell approach to income investing helped to defend JPMorgan Claverhouse from th...
The JPM UK Equity Income fund adopts an unconstrained approach to income investing, seeking companies across the market...
Do digital leaders outperform digital laggards? Corporate management teams and investors have considered the value of d...