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
Smaller companies to own for after the crisis
Companies might struggle to post profits this year, but JPM UK Smaller Companies fund manager Georgina Brittain has her sights set on 2021 and beyond. ‘Don’t just think about the here and now,’ she said. ‘This year will be a write-off in profit terms for some...
Smaller companies crush the curveballs
UK smaller companies funds have produced more than double the returns of funds with a larger or multi-cap focus in the four years since the EU referendum. The average return in the IA UK smaller companies sector in the four years to 22 June is 32.3% – 130% more than...
The long and short of it: Review of markets in June
I picked up my bike from the office garage the other day. It was the first time I had been into the City since lockdown had begun. It felt almost nostalgic, as I cycled from the office back to my flat in northwest London. It was great to see activity; with vehicles on...
The “mini budget” and the more personal impact on our portfolio managers
On Wednesday, Rishi Sunak (or “dishy” Rishi as my mum calls him) announced a “mini” (£30bn) budget as part of the government’s coronavirus recovery plan. The continuation of the “whatever it takes” messaging should be taken as a positive when considering the outlook...
UK smaller companies: who are the bulls and bears?
Small caps tend to fall more sharply in a bear market but bounce back stronger and outperform over the longer term. Citywire asked several wealth managers and advisers to reflect their current view on a scale of one (most bearish) to ten (most bullish) 10 Tom Munro,...
UK Equities Refreshed – JP Morgan Asset Management Webconference
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, giving investors access to some of the highest quality management teams with businesses operating around the world – while also...
The audience angle: 10 things to look for in a UK equity income fund
UK equities remain important for income seekers, but which strategies are fund selectors favouring to weather the dividend drought? Citywire canvassed opinion. Despite widespread dividend cuts, wealth managers and advisers see attractions in UK equities for income....
Strategy focus: Investing through the lifecycle for income
Technology is not a conventional stomping ground for income investors but is proving an important source of returns for Citywire AAA-rated JP Morgan manager Katen Patel. He is finding opportunities in companies that play to such themes as digitisation and the energy...
Latest news
‘Keep calm & carry on’: how 5 IFAs are dealing with client coronavirus fears
Last week, coronavirus fears led to markets worldwide crashing to their worst week since the financial crisis. Although markets have risen at the start of this week, the intense volatility is prompting many clients to contact their advisers. New Model...
FTSE climbs in choppy trading as US opens higher
Update: The FTSE 100 has climbed back into positive territory in a choppy day of trading, helped on its way by US stock markets opening higher. The UK blue-chip index rose 81 points, or 1.3%, to 6,662, up from a low of 6,503 reached after the Organization for...
Ninety One not panicked as it reveals IPO price
Ninety One remains committed to its scheduled float later this month amid the market volatility, revealing the price range for its initial public offer. The fund firm, which is being spun out of Investec, has set the range of 190p to 235p, given the...
FTSE swings into red on OECD’s global growth warning
Update: (12:00) Growth warning knocks FTSE FTSE 100 has swung into the red, giving away gains made at the open after the Organization for Economic Co-operation and Development (OECD) warned global growth could halve this year due to the coronavirus...
FTSE dives 3% as rout on coronavirus fears deepens
The FTSE 100 has tumbled, sliding deeper into correction territory as fears over the spread of the coronavirus continued to grip investors. The UK blue-chip index fell 203 points, or 3%, to 6,592 after a heavy sell-off in US markets overnight, with the S&P...
Steve Davies leaves Jupiter as UK Growth fund languishes
Steve Davies is leaving Jupiter after a prolonged run of poor performance on the £958m Jupiter UK Growth fund and investment trust of the same name. Davies, who was last week replaced as manager of the trust by Richard Buxton,...
FTSE dives below 7,000 as coronavirus fears mount
The FTSE 100 has slumped more than 100 points to fall below the 7,000 mark as fears over the spread of the coronavirus continued to take their toll on global stock markets. The UK blue-chip index lost 102 points, or 1.5%, to trade at 6,916, dropping below the 7,000...
LEBC profits wiped out after turbulent year
[UPDATED] National advice firm LEBC has seen its profits wiped out after a turbulent 2019 which saw it abandon a planned float, struggle with Brexit uncertainty and agree with the FCA to stop DB transfer business. In its financial statement for...
Most Popular
- 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...
- 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 mon...
- My favourite growth theme
Investing in growth doesn’t just mean backing American tech titans. Citywire asked several wealth managers and advisers...
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