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
J. P. Morgan managers capitalise on smaller company activity
A pick-up in share placings, IPO activity and beaten-up companies moving down the market capitalisation scale has the managers of JPMorgan UK Smaller Companies spoilt for choice. Georgina Brittain and Katen Patel have invested selectively with a focus on capturing the...
The long and short of it: Review of the markets in March
The UK continues to track along the government’s road map to opening up. All the statistics are moving in the right direction and the vaccination effort has been exceptional. The government has promised a review of their guidance to work from home before stage four...
Domestic smaller companies poised to lead UK recovery
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...
Guide to the Markets Q2 2021 webconferences
26 April to 29 April 2021 Join our Global Market Strategists as they explore the key themes that are likely to shape global markets in the quarter ahead. The team will also be joined by Nicola Rawlinson and Smiti Nigam, Macro Strategies Investment Specialists, to...
If not now, then when
Where are we now? The dichotomy in performance between value and growth over the last decade is well documented but could this be drawing to a close? Even after the recent value rally, valuation spreads in the UK are extremely wide. At a global level it is even wider....
The long and short of it: Review of the markets in February
I had a catch-up call with a few colleagues the other day. One of my colleagues made an excellent point about how stilted virtual group meetings are. There is almost no spontaneity, as it just leads to interruptions and a period of ‘you speak’, ‘no you speak’ …...
A budget with a short term boost for businesses
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...
‘It’s coming home’ for UK equities: Claverhouse buys cyclicals
JPMorgan Claverhouse has been repositioned twice in the past year – at the height of the coronavirus crisis towards resilient companies and six months later towards more cyclical businesses. ‘It’s been a year like no other,’ said Will Meadon, who runs the UK equity...
Latest news
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
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
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 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...
FTSE falls 7.9% as US stocks trigger suspension after oil crash
Update: The FTSE 100 has fallen back under the 6,000 mark after a 7% plunge at the US open triggered a suspension to dealing on US stock markets. The UK blue-chip index was down 478 points, or 7.4%, at 5,983, as dealing on US stock markets was halted for 15...
Chancellor hints looser fiscal rules could soften coronavirus impact
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...
Standard Life Aberdeen global strategy head exits after 20 years
Standard Life Aberdeen’s head of global strategy Andrew Milligan is leaving the firm after 20 years. Milligan will be stepping down in the next few weeks, Wealth Manager understands. While there will be no immediate replacement for the role, his...
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,...
