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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

JP Morgan’s Butler traverses value tightrope

JP Morgan’s Butler traverses value tightrope

This year has been brimming with opportunity and rife with risk for value managers like Ian Butler. The stock market sell-off in March allowed him to add defensive names at knock-down prices to a portfolio typically populated with cyclicals. However, global lockdowns...

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

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

We are in the process of moving house. It’s really a function of a two bed flat in London being a bit cramped for a soon to be family of four rather than any call on the housing market. We went to see a property the other weekend and have subsequently had our offer...

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

The long and short of it: Review of markets in July

It has been great to have test cricket being played again. A sport I am utterly useless at (and one I found pretty dull throughout childhood) but as I’ve grown older, and duller, it’s really become one of my favourites. I think it must be something to do with the...

Smaller companies to own for after the crisis

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

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 the markets in August

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...

UK smaller companies: who are the bulls and bears?

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,...

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...

Q1 Guide to the Markets 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.

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