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
Encouraging outlook for 2021
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.
The long and short of it: Review of the markets in November
November is one of my least favourite months. The weather gets notably cold, it is dark and there are at least four more months till things brighten up a bit. This November has been so busy I’ve not had much time to dwell on my loathing. We’ve had the US election, a...
Why I’m backing Britain
Domestic stocks have lagged international ones this year. Citywire spoke to several wealth managers and advisers who are backing Britain. It might be the least loved part of the most unloved market, but the UK mid-caps of the FTSE 250 are piquing the interest of...
Long-term spoils of mid-cap rollercoaster
It has been a rollercoaster ride for investors in UK equities – the most unloved stock market in the world – and especially so for fund managers like JPMorgan’s Georgina Brittain whose universe has a domestic focus. For her, a net 35% of global asset allocators being...
JPMorgan’s Brittain pleasantly surprised by trading
JPMorgan fund manager Georgina Brittain likes pleasant surprises and is finding plenty of reasons to delight in recent trading updates. Momentum is one of three factors the veteran mid-cap stock-picker favours, the other two being quality and value, and a host of her...
The long and short of it: Review of the markets in October
I went out for dinner with my wife this weekend. It was the first time we’ve been out for a few months and probably the last meal out before our second child arrives …and, therefore, the last meal out for some time! I must...
UK Dividends: Building on a strong foundation in 2020 but banking on 2021
Following the unprecedented dividend cuts we saw across the UK market earlier this year, it finally appears there is some light at the end of the tunnel. During the first wave of the pandemic, the Link Group produced their Q1 dividend report which detailed a best case...
Market underestimates shift to online shopping
JP Morgan UK Equity Growth fund manager Kyle Williams sells out of airlines and pubs and fills his basket with e-commerce starlets. The Covid-19 pandemic has accelerated existing growth trends, the rise of online retail being a notable example and one...
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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,...
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J. P. Morgan managers capitalise on smaller company activityA pick-up in share placings, IPO activity and beaten-up companies moving down the market capitalisation scale has the m...
The long and short of it: Review of the markets in MarchThe UK continues to track along the government’s road map to opening up. All the statistics are moving in the right dir...
Guide to the Markets Q2 2021 webconferences26 April to 29 April 2021 Join our Global Market Strategists as they explore the key themes that are likely to shape...
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