For Professional Clients only.

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

Market underestimates shift to online shopping

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...

My favourite growth theme

My favourite growth theme

Investing in growth doesn’t just mean backing American tech titans. Citywire asked several wealth managers and advisers to disclose their favourite growth theme. ARTIFICIAL INTELLIGENCE Derek Dryden, a wealth planning adviser at Gale and Phillipson in north Yorkshire,...

Growth themes beyond big tech

Growth themes beyond big tech

Kyle Williams, co-manager of the JP Morgan UK Equity Growth fund, picks some of his top non-tech themes. For JP Morgan UK Equity Growth fund manager Kyle Williams, the microchip and the internet have been as transformative for life today as the rotary steam engine and...

Homeworking cannot work for everyone

Homeworking cannot work for everyone

Zoom meetings are here to stay, but there is reason to believe that over the long term, a return to the office will have material benefits for all. Working from home appears effective in the short term where everyone knows each other, but it may not work so well in...

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

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

At the start of September we moved out of our flat. It is unbelievable how much clutter we have accumulated in three years. We wouldn’t consider ourselves hoarders, but the process of packing up does force some introspection. A rule of thumb I’ve heard is, if you...

Guide to the Markets Q4 webconference with Karen Ward

Guide to the Markets Q4 webconference with Karen Ward

Join Karen Ward, Chief Market Strategist for EMEA, and our Market Insights team as they explore the key trends and themes that are likely to shape the global markets in the coming months. They will outline how Covid-19 continues to affect both the economy and markets,...

Loving the unloved

Loving the unloved

Callum Abbot talks candidly about investing in the UK stock market – one of the most unloved markets in the world – as advisers pose a range of questions to the Citywire A-rated JP Morgan fund manager.

Value breaches tech boom low

Value breaches tech boom low

Value has experienced its longest period in the doldrums since the great depression of the 1930s and is now cheaper relative to growth than it was during the height of the tech boom. JP Morgan fund manager Ian Butler sees parallels between today and the late 90s with...

Latest news

Scottish Mortgage: Tesla shares could double from here

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

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...

Mercantile’s Anderson on why he is overweight tech stocks

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...

Guide to the Markets Q4 webconference with Karen Ward

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.

In association with