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
UK Equity Plus – A lot can happen in five years…and a lot did happen
Last week marked five years since we launched the UK Equity Plus strategy. In that time we’ve delivered top quartile performance (compared to the IA UK All Companies peer group), with lower than average volatility. All this despite one of the most volatile macro...
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
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 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
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...
Latest news
Hargreaves Lansdown drops M&G Recovery from Wealth 50
Hargreaves Lansdown has dropped the £2.1 billion M&G Recovery fund from its Wealth 50 buy list after a prolonged period of poor performance.
McDonnell attacks ‘asleep at the wheel’ FCA over Woodford dividends
Shadow chancellor John McDonnell criticises City regulator after fund manager Neil Woodford took millions of pounds in dividends in before his business collapsed.
Stop Bailey BoE appointment until Woodford inquest done
Shadow chancellor John McDonnell has demanded that Andrew Bailey’s appointment as governor of the Bank of England be suspended until an inquest into his conduct as head of the Financial Conduct Authority be completed.
Most Popular
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...
Fundsmith knocked off sales top spot as Baillie Gifford dominatesFundsmith Equity was knocked off the top spot of Interactive Investor’s monthly fund bestseller list in December f...
In association with
