Anthony Lynch When people talk about ESG investing their thoughts normally go to wind farms and solar power. Whilst these utilities have an important role to play in energy transition to a lower carbon economy, they are not the be all and end all of ESG investing. In...
A barbell approach to income investing helped to defend JPMorgan Claverhouse from the pounding dividend stocks received last year and has allowed it to participate in the rotation to value this year. ...
The JPM UK Equity Income fund adopts an unconstrained approach to income investing, seeking companies across the market cap and dividend yield spectrum to offer capital growth alongside an attractive dividend yield. Companies held in the portfolio typically fall under...
Wednesday 26 May 2021 - 9:30am – 10am The outcome of Brexit has reinvigorated investor interest in the UK equity market. Join James Illsley, Portfolio Manager, and Andrew Robbens, Investment Specialist, as they...
As the UK endures yet another period of lockdown, we exit 2020 having witnessed a last minute Brexit deal, the start of a vaccination programme, and a strong period of reporting for UK listed companies. Analysts were quick to cut their forecasts sharply at the start...
Baillie Gifford has named Josie Bentley as a co-manager on its £2.3bn European fund. She joins as the fourth manager on the fund, alongside the triple AAA-rated duo of Stephen Paice and Moritz Sitte, as well as Chris Davies. Bentley...
Fundsmith Equity was knocked off the top spot of Interactive Investor’s monthly fund bestseller list in December for the first time since 2018. The broker described the handover to Baillie Gifford’s £6.6bn American fund as a ‘momentous’ moment, capping...
It has been a grind back up, but all things considered, UK equities have remained pretty resilient in 2020 - and the outlook for next year looks encouraging. Six PMs explain why it's time to be optimistic and reveal where they are looking for opportunities.
Last week marked five years since we launched the UK Equity Plus strategy. In that time we’ve delivered top quartile performance (compared to the IA UK All Companies peer group), with lower than average volatility. All this despite one of the most volatile macro...
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, giving investors access to some of the highest quality management teams with businesses operating around the world – while also...