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...
Latest news
Scottish Mortgage: Tesla shares could double from here
It’s official. Tesla has displaced Amazon as the top holding in Scottish Mortgage (SMT), accounting for 10% of its £9.5bn assets at the end of January, according to newly published figures. And no, James Anderson and Tom Slater, fund managers of...
Builders and miners buoy FTSE as coronavirus spread slows
The FTSE 100 has rallied as a fall in the number of new coronavirus cases buoyed investors while shares in house builders were lifted by upgrades from analysts at HSBC. The UK blue-chip index rose 59 points, or 0.8%, to 7,441, as the number of new coronavirus...
The big strengths and dangers of Jupiter’s post-Merian fund roster
Jupiter has clearly been quite strategic with the managers it has chosen to bring over, for reasons beyond the fact they account for 87% of Merian’s assets. Of the five Merian managers who have so far committed to Jupiter, the two that stand out are Daniel...
Hargreaves overlooks Woodford as it rules own funds offer value
Hargreaves Lansdown said its multi-manager fund range has delivered value to investors, despite large positions in Neil Woodford’s failed Equity Income fund hit hampering In a 78-page disclosure issued under newfund value assessment rules, the...
Aegon’s CGT platform calculator won’t cope with Woodford returns
Aegon has told platform customers who invested in the Woodford Equity Income fund to seek advice about capital gains tax (CGT) liabilities, because its online calculator will not be able to factor in distributions from the fund's wind-up. Investors trapped...
Mercantile’s Anderson on why he is overweight tech stocks
The UK is not known for creating great technology companies, but for Guy Anderson, manager of the Mercantile investment trust, the sector is ripe with opportunities. ‘Technology isn’t something with which the UK is usually associated, but looking over the last five...
The Long and Short of it: Review of markets December 2019
Have you ever done an exam, been absolutely sure you’ve nailed it, discussed the answers with your friends afterwards reassuring you that you’ve aced it, only to discover on results day that you’ve completely flunked the paper?
Q1 Guide to the Markets with Karen Ward
Join Karen as she delves deeper into the 2020 investment outlook and uses charts from the new Q1 Guide to the Markets to discuss the key themes shaping global markets in the coming year.
