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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

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

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

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

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

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 March

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

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...

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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,...