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
‘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...
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
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?
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
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
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 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...
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...
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,...
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Barbell approach to income pays dividends for ClaverhouseA barbell approach to income investing helped to defend JPMorgan Claverhouse from th...
New kid on the block with experience at the helm – JPM UK Equity Income FundThe JPM UK Equity Income fund adopts an unconstrained approach to income investing, seeking companies across the market...
Why digitalisation mattersDo digital leaders outperform digital laggards? Corporate management teams and investors have considered the value of d...
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