For Professional Clients only.

UK investment opportunities for a decisive decade

From Brexit to 2030 via climate change and a global pandemic; 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

Profiting from the dirty dozen

Profiting from the dirty dozen

JPM UK Equity Plus differentiates itself from its peer group through the ability to short. Fund manager Callum Abbot said “We use shorting as a way to get meaningful underweights in a market with a structure that restricts long only managers from doing so.” A dozen...

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

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

It is a new year but unfortunately there is no watershed moment. 2020 humbled my way of thinking a few times. I’ve accepted the pandemic has changed some aspects of life for the long term. This is not inherently a bad thing; I will not miss commuting five times a...

To Pay or not to Pay?

To Pay or not to Pay?

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...

Register for our Market Watch Webconference Series

Register for our Market Watch Webconference Series

Wednesday 27 January 2021 – 2PM GMT/3PM CET Interest rates on cash and government bonds look set to remain low for the foreseeable future. This will help the economy but leaves an enormous challenge for investors in need of income. Join Karen Ward, Chief Market...

Adding alpha through shorting

Adding alpha through shorting

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 nearly 2% of outperformance per annum since inception. The fund follows the same strategy as many other JPMorgan UK equity funds in looking for stocks...

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

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

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 pack into the remaining eight days so I’ll defer that till January. I am optimistic about 2021. The first quarter will be extremely difficult and...

Register for our Market Watch Webconference Series

Guide to the Markets Q1 2021 webconference with Karen Ward

Thursday 7 January 2021 at 14:00 GMTJoin Karen Ward, Chief Market Strategist, EMEA, Mike Bell and Hugh Gimber, Global Market Strategists, as they explore the key themes that are likely to shape the global markets in theyear ahead.The team will discuss...

Adding alpha through shorting

Bombed out Britain presents buying opportunity

The continuation of Brexit trade talks is seen as a positive for JPMorgan UK equities fund manager James Illsley. ‘There must have been some ground given for talks to continue. We always knew there would be a lot of posturing and it would go to the wire,’ he said,...

Latest news

Blackfinch AM launches ESG multi-asset fund range

Blackfinch AM launches ESG multi-asset fund range

Blackfinch Asset Management has launched four environmental, social and governance (ESG) approved multi-asset unit trusts, as it makes its move into the retail investment space. The trusts, which will be known as the Adaptation Funds, will blend both active and...

Blue Whale defies crisis to grow by £124m

Blue Whale defies crisis to grow by £124m

The Peter Hargreaves-backed Blue Whale Growth fund has defied the recent market volatility to grow by more than £100m since the beginning of the coronavirus crisis. The fund, which has returned 58.6% since inception in September 2017 to 10 June and...

Seven managers to exit in Jupiter/Merian fund shake-up

Seven managers to exit in Jupiter/Merian fund shake-up

Jupiter has committed to a significant shake-up of its product range following its merger with Merian, with seven managers exiting and a number of sales staff being made redundant. From Merian, managers Ian Ormiston, Rob James, Mark Greenwood, Citywire...

IA calls for FTSE transparency over dividend payments

IA calls for FTSE transparency over dividend payments

FTSE companies that suspend dividend payments as a result of current market uncertainty will be expected to restart them ‘as soon as it is prudent to do so’, the Investment Association (IA) has said. In a letter sent to all FTSE chairs on behalf of its members...

FTSE falls as virus slowdown hopes fade and Tesco hit

FTSE falls as virus slowdown hopes fade and Tesco hit

The FTSE 100 has fallen as hopes of a slowdown in the spread of the coronavirus pandemic faded, insurers weighed after cancelling their dividends and Tesco (TSCO) cooled bullishness on the supermarket sector after warning on costs. The UK blue-chip index...

Rathbones adds £450m with Barclays Wealth unit acquisition

Rathbones adds £450m with Barclays Wealth unit acquisition

Rathbones has completed the acquisition of Barclays Wealth’s personal injury and court of protection business for an undisclosed sum. The deal, which was announced at the end of last year, will see around £450m worth of assets transferred to Rathbones. As part of...

FTSE rallies as coronavirus deaths slow

FTSE rallies as coronavirus deaths slow

The FTSE 100 has rallied after a slowdown in coronavirus deaths in France and Italy over the weekend, while European governments began preparations to ease lockdowns put in place to contain the spread of the pandemic. The UK blue-chip index jumped 93 points, or 1.7%...

In association with