April 2021
Strategy
FAANGs for the memories
The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...
22 Apr
22 Apr
Fund Research
JPMorgan Indian
JII is the largest and cheapest trust offering exposure to the growth opportunities in India…
14 Apr
14 Apr
March 2021
Strategy
Shoot to Thrill: ISA targets for long term growth
We all intend to invest for the long-term but can often be distracted by the news...
24 Mar
24 Mar
Strategy
Strength in depth
UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...
03 Mar
03 Mar
Head to head
East End boys and West End girls
Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…
31 Mar
31 Mar
Replay
Slides and Audio: JPMorgan Global Core Real Assets
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
REPLAY
Slides and Audio: JPMorgan Japan Small Cap Growth & Income
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
04 Mar
04 Mar
News
Results analysis: JPMorgan Smaller Companies
JMI continues to be a compelling proposition for investors even on a tighter discount, after releasing a strong set of half-year results this morning…
25 Mar
25 Mar
News
Results analysis: JPMorgan Global Growth & Income
JGGI is well positioned for the year ahead and offers useful diversification for income hungry investors...
05 Mar
05 Mar
Fund Research
JPMorgan Japanese
JFJ continues to be at the heart of Japan’s new growth, with a portfolio of quality growth stocks that has delivered long term outperformance…
31 Mar
31 Mar
Fund Research
JPMorgan American
JAM offers investors a core portfolio of US equities, blending both growth and value styles, while aiming to outperform the S&P 500…
31 Mar
31 Mar
Fund Research
JPMorgan Asia Growth & Income
JAGI offers a high dividend from a growth-oriented portfolio…
25 Mar
25 Mar
Fund Research
JPMorgan MidCap
Despite a strong long-term track record, JMF is currently on a wide discount…
25 Mar
25 Mar
Fund Research
JPMorgan Japan Small Cap Growth & Income
JSGI offers the rare combination of small & mid-cap growth potential and a decent income…
10 Mar
10 Mar
February 2021
Strategy
Eurovision 2021
Eight charts to guide investors through Europe...
04 Feb
04 Feb
Fund Research
JPMorgan Claverhouse
JCH’s FY 2020 dividend will increase by 1.7%, the 48th consecutive year of growth...
24 Feb
24 Feb
Fund Research
JPMorgan China Growth & Income
JCGI offers exciting growth potential from Chinese large and mid-caps with a high and predictable dividend…
10 Feb
10 Feb
Fund Research
JPMorgan European Discovery
JESC offers investors a structured approach to European small-cap investing at an attractive discount…
04 Feb
04 Feb
January 2021
Strategy
This time next year Rodney...
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
06 Jan
06 Jan
Head to head
Big game
Two of our analysts go head-to-head on the question of whether SMT’s stampede can continue…
28 Jan
28 Jan
December 2020
Strategy
My haven’t you grown!
How sustainability has gone from zero to hero in 2020…
16 Dec
16 Dec
Strategy
A bumper harvest?
Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?
09 Dec
09 Dec
Strategy
Can you teach an old dog new tricks?
Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…
02 Dec
02 Dec
Fund Research
JPMorgan UK Smaller Companies
One of the strongest performing trusts in 2019, we look at JMI and the portfolios continued outperformance of the benchmark and peers…
23 Dec
23 Dec
November 2020
Head to head
Hope springs eternal
The US election has given long-suffering value investors new hope of a 'great rotation' in their favour, but that light at the end of the tunnel could in fact be a train…
19 Nov
19 Nov
Events
Now that's what I call a discount!
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
11 Nov
11 Nov
Fund Research
JPMorgan Claverhouse
JCH has bounced back from COVID-19 losses, and yields 4.9%…
23 Nov
23 Nov
Fund Research
Mercantile
MRC has the lowest OCF in the UK All Companies sector and a strong track record...
19 Nov
19 Nov