Insights
In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.
It’s been a turbulent first half of the year for UK smaller companies. Explore our small-cap outlook for a forecast of other potential developments in 2022.
Mercantile’s managers are positive about the future and believe the type of medium and smaller companies they focus on are robust and will continue to produce good returns.
At JPMorgan Claverhouse Investment Trust, the managers focus on building a truly diversified portfolio of their best ideas, tapping into the long-term potential of UK large cap stocks even when economic circumstances are unpredictable, as they have been.
An economic recovery is good news for UK mid- and small-cap stocks
How the Mercantile Investment Trust provide investors with a way into UK small and mid caps
UK investors have a lot of reasons to like mid- and small-cap stocks for the long haul
With recovery in prospect, could this be UK equities' moment?
How J.P. Morgan's Claverhouse Investment Trust has predicted early stellar success and continues to play the long game
Mercantile’s strong performers navigating structural change during the pandemic.
Focusing on quality stocks, Nifty, JPMorgan Investment Trust Claverhouse Investment Trust looks to weather Covid storm.
Discover how JPMorgan’s Claverhouse Investment Trust could offer investors a safe haven in stormy waters.
Many UK companies offer growth in both income and capital for the long term investor. Find out how.
The Mercantile Investment Trust: offering UK investors a world of long-term growth opportunities.
We explore some of The Mercantile Investment Trust’s recent portfolio performers, from tech to retail, who could be set for even greater success in the future.
The past five years have been a mixed time for the UK mid-cap company universe as Brexit and then Covid-19 have led to bouts of market nervousness that have hit domestically-focused stocks particularly hard.
The economic, social and geopolitical effects of Covid-19 are expected to be long-lasting. These changes pose challenges for investors, but also create a wealth of opportunities as companies adapt to a post-pandemic world.
Co-portfolio managers William Meadon and Callum Abbot explain why the JPMorgan Claverhouse Investment Trust plc’s high conviction portfolio of UK mid and large-cap stocks is positioned for future returns and dividend growth through the market cycle.
The Senate is currently split 50/50 with Vice President Kamala Harris casting tie-breaking votes on items that only require a simple majority. In the upcoming midterms, 35 Senate seats are up for election, 21 currently held by Republicans and 14 held by Democrats. If they can maintain their current seats, Republicans only need to flip one more to take control of the Senate, but the balance of power remains too close to call.
US equities have come under pressure this year from a cocktail of concerns, including elevated inflation, rising interest rates, slower growth and geopolitical tensions.
Why ESG considerations matter and how they are embedded in The Mercantile’s stock selection process – July 2022.
Much has been written about the demise of active management at the hands of passive investing. Certainly, some market environments can favour passive over active but the opposite is also true, and the current backdrop may well be one in which active management can thrive.
The macro-environment has changed significantly since the launch of JPMorgan Global Core Real Assets Limited. Learn more about JARA's real assets investing.
US equity investors are experiencing today a challenging investment environment with the fastest rate of price increase seen for decades. However, we think, the JPMorgan American Investment Trust is well placed to navigate this backdrop.
How JPMorgan Global Growth & Income Investment Trust seeks to pick winners and deliver the best of both income and capital
JPMorgan Global Growth & Income’s distinctive strategy seeks out the picks of the bunch, aiming to deliver sustainable income and capital
Read about how enhanced dividend policies can potentially enable investment trusts to meet many investors’ need for income today.
Medium-sized and smaller companies can offer greater scope for capital growth than businesses that are already very large.
How local knowledge, a fine ESG philosophy and the strengths of the investment trust structure drive the long-term success of the JPMorgan Japanese Investment Trust
Watch our series of videos to find out more about the opportunities the trust provides.
JPMorgan Japanese Investment Trust offers exposure to growth stocks and sectors in post-pandemic Japan.
The JPMorgan Japanese Investment Trust offers investors capital growth opportunities from a market often overlooked by UK investors
The JPMorgan Global Growth & Income Trust (JGGI) is a style agnostic, concentrated, global best ideas portfolio.
Volatile markets can be uncomfortable for investors and portfolio managers alike. As investors for decades in the emerging markets, the portfolio managers of the JPMorgan Emerging Markets Investment Trust plc (JMG) have found that anchoring around a sound strategy is key to navigating choppy markets.
We look at how investors can take a sustainable approach in emerging markets through The JPMorgan Emerging Markets Investment Trust
China is not only the largest economy in the emerging markets, carrying a roughly 35% weight in the MSCI Emerging Markets Index as of 31 October 2021, it is also the second largest economy in the world, behind only the United States.
A high-quality, long-term, focused portfolio has been the key to returns over time.
Recovery positions: The themes and companies shaping the future of emerging markets investing, revealed - with Austin Forey, lead portfolio manager of the JPMorgan Emerging Market Investment Trust.
Read insights from Austin Forey, portfolio manager for the Emerging Markets Investment Trust, concerning the potential market opportunities from the East.
Austin Forey, lead portfolio manager for the JPMorgan Emerging Markets Investment Trust, discusses how to identify the best new investment opportunities.
Find out how JP Morgan's Emerging Markets Investment Trust's ESG philosophy has powered a decade of benchmark-beating performance with a portfolio of exciting, innovative, sustainable companies – and how it can contribute to a better future for all.
The world seems a particularly unnerving place for investors at present, even by recent standards. High inflation, rising interest rates and the associated risk of recession in some major economies have generated high levels of financial market volatility.
Japan is home to some of the world’s most entrepreneurial and fast-growing companies. Yet the sector is under-researched. JPMorgan Japan Small Cap Growth & Income plc specialises in this part of the market, searching out the hidden gems.
The rotation in the Japanese equity market in the first couple of months of 2022 has been extreme. However, a careful look at the drivers reveals why it is likely to prove temporary.
Owning businesses with long-term drivers of growth creates a differentiated portfolio.
Decarbonisation is one of the most exciting long-term investment themes in Japan.
Explore our success secrets and find out how the JP Morgan Japanese Investment Trust (JFJ) delivered a decade of growth and benchmark-beating performance.
Japan is drawing attention of investors with accelerated growth during the pandemic. Explore the key themes to consider for making long-term investments.
JPMorgan Japanese Investment Trust offers exposure to growth stocks and sectors in post-pandemic Japan.
The JPMorgan Japanese Investment Trust offers investors capital growth opportunities from a market often overlooked by UK investors
How local knowledge, a fine ESG philosophy and the strengths of the investment trust structure drive the long-term success of the JPMorgan Japanese Investment Trust
Today’s unprecedented pace of technological change is creating attractive investment opportunities across global markets and sectors. One of the most effective ways to capitalise on this growth potential is through investment trusts.
The end of the tax year - and the start of a new one – is the ideal time to review and adjust your ISA investments.
Discover whether a stocks and shares ISA is right for you. Stocks and shares ISA's can help you build long-term savings in a tax-efficient way.
Learn more about our step-by-step method to create an effective savings plan, from building a balanced portfolio to delving into investment trust options.
Discover the reasons for investing in a JISA, and why they're potentially one of the most effective ways to save for your child's future.
Bring a world of opportunities within reach with a Stocks & Shares ISA. Receive tax-efficient income and tax-free growth from a range of investment trusts.
Discover the tax benefits of investing in Stocks and Shares ISAs. Ensure you maximise the opportunity of sustainable income and powerful growth.
ETF Perspectives
Explore insights from J.P. Morgan Asset Management’s ETF research. In addition discover data and commentary on current topics related to ETF classes and strategies.
Insights App allows you to create custom versions of our industry-leading Guide to the Markets You’ll find audio commentary and talking points for each Guide slide along with videos, podcasts, market bulletins, commentary and portfolio analytics – all of which you can save, organise and share.
