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UK investment opportunities for a decisive decade

From Brexit to 2030 via geopolitics and climate change; the 2020s are shaping up to be an eventful decade for the UK economy.

Join Citywire and J.P. Morgan Asset Management to make sense of what might happen.

Featured articles

The long and short of it: Review of the markets in September

The long and short of it: Review of the markets in September

At the start of September we moved out of our flat. It is unbelievable how much clutter we have accumulated in three years. We wouldn’t consider ourselves hoarders, but the process of packing up does force some introspection. A rule of thumb I’ve heard is, if you...

Guide to the Markets Q4 webconference with Karen Ward

Guide to the Markets Q4 webconference with Karen Ward

Join Karen Ward, Chief Market Strategist for EMEA, and our Market Insights team as they explore the key trends and themes that are likely to shape the global markets in the coming months. They will outline how Covid-19 continues to affect both the economy and markets,...

Loving the unloved

Loving the unloved

Callum Abbot talks candidly about investing in the UK stock market – one of the most unloved markets in the world – as advisers pose a range of questions to the Citywire A-rated JP Morgan fund manager.

Value breaches tech boom low

Value breaches tech boom low

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...

Value breaches tech boom low

JP Morgan’s Butler traverses value tightrope

This year has been brimming with opportunity and rife with risk for value managers like Ian Butler. The stock market sell-off in March allowed him to add defensive names at knock-down prices to a portfolio typically populated with cyclicals. However, global lockdowns...

The long and short of it: Review of the markets in September

The long and short of it: Review of the markets in August

We are in the process of moving house. It’s really a function of a two bed flat in London being a bit cramped for a soon to be family of four rather than any call on the housing market. We went to see a property the other weekend and have subsequently had our offer...

The long and short of it: Review of the markets in September

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

It has been great to have test cricket being played again. A sport I am utterly useless at (and one I found pretty dull throughout childhood) but as I’ve grown older, and duller, it’s really become one of my favourites. I think it must be something to do with the...

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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...

Standing out from the crowd in UK equity

Standing out from the crowd in UK equity

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...

Optimism, pragmatism, fear: IFAs in Covid juggling act

Optimism, pragmatism, fear: IFAs in Covid juggling act

Long-term investment planning and diversification is an IFA’s bread and butter. Most IFAs have put an emphasis on educating clients so they do not panic when something comes out of left field and, as of last year, 10% portfolio drop letters started arriving. But...

Investec scraps IPO sale of Ninety One stock in turmoil

Investec scraps IPO sale of Ninety One stock in turmoil

Investec has decided against selling a 10% stake in its funds division Ninety One as part of its planned listing of the business next week.  Investec emphasised that the planned listing on the London Stock Exchange remained on track for 16 March, but it...

Aviva lobbies FCA to change advice-guidance boundary

Aviva lobbies FCA to change advice-guidance boundary

Life and pensions giant Aviva is directly lobbying the regulator about its concerns over the boundary between regulated advice and guidance, New Model Adviser® can reveal. Last week, the Association of British Insurers (ABI), of which Aviva is a member,...

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