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    1. Investment Trust Insights

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    Investment Trust Insights
    The insight you need, from experts you can trust

     

     

    Latest Insights

    JPM53457_JSGI_shutterstock_1141273085_768x246

    At the cutting edge of Japan’s technological transformation

    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.

    Find out more
    JPM53457_JMG_GettyImages-1347068795_768x246

    Sustainable growth through volatile markets

    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.

    Find out more

    Providing income and growth across the market cycle

    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.

    Find out more
    JPM53636_shutterstock_486561337_768x246

    Combating inflation with pricing power

    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.

    Find out more

    Insights by Region and Topic

    UK Global Emerging Markets Asia Education
    UK

    Getting paid to wait out the volatility

    JPMorgan Claverhouse Investment Trust plc seeks to provide growth and income, with an investment strategy focused on investing in blue chip UK companies and a dividend that over the last 10 years has grown at an annualized rate exceeding 5% per annum.

    Read more

    The enduring attractions of the US small cap market

    The US small cap market is entrepreneurial, diverse, and under-researched, characteristics that have historically made it a rewarding market for investors.

    Read more

    JPMorgan American Investment Trust

    The latest JPMorgan American Investment Trust update, which explores the Trusts outlook for 2023 and delves deeper into the current market sentiment. Learn about the latest portfolio analysis and growth, as identified by our specialist portfolio managers

    Read more

    Mercantile Investment Trust news

    The latest Mercantile Investment Trust news reviews the outlook for 2023, learn about the impacts which have shown promising growth.

    Read more

    Small-cap outlook: Time to pick up small-cap bargains

    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.

    Read more

    Overcoming the valuation gap

    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.

    Read more

    The stars are aligned for UK equities

    With recovery in prospect, could this be UK equities' moment?

    Read more

    Fortress Claverhouse

    Discover how JPMorgan’s Claverhouse Investment Trust could offer investors a safe haven in stormy waters.

    Read more

    Observations from the US equity desk: Is it time for a small cap cycle?

    2022 has been a year marked with tremendous market volatility and a broad move away from risk assets across the globe, few more pronounced than in the small cap market. In fact, in the past decade, small caps have lagged large caps (as measured by the S&P 500 Index) by over 220 bps per year, on average.

    Read more

    How might the balance of power shift in Congress after the midterms?

    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.

    Read more

    The importance of profit growth in a rising rate environment

    US equities have come under pressure this year from a cocktail of concerns, including elevated inflation, rising interest rates, slower growth and geopolitical tensions.

    Read more

    Active vs passive investing: Use active to your advantage

    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.

    Read more

    JARA: Real assets investing in real time | J.P. Morgan Asset Management

    The macro-environment has changed significantly since the launch of JPMorgan Global Core Real Assets Limited. Learn more about JARA's real assets investing.

    Read more

    Combating inflation with pricing power

    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.

    Read more

    Best of both worlds

    How JPMorgan Global Growth & Income Investment Trust seeks to pick winners and deliver the best of both income and capital

    Read more

    An actively managed portfolio of the highest quality US growth and value names, at a very competitive fee.

    JAM’s managers believe now is a particularly exciting and interesting time for growth investors, as the sell-off in growth names over the past couple of years has created many opportunities to acquire high-quality businesses, especially tech companies, at very reasonable valuations.

    Read more

    Enhanced dividends: Investment Trusts' advantage for income seekers

    Read about how enhanced dividend policies can potentially enable investment trusts to meet many investors’ need for income today.

    Read more

    JPMorgan Japanese Investment Trust – portfolio manager insights

    Watch our series of videos to find out more about the opportunities the trust provides.

    Read more

    JP Morgan Japanese Investment Trust is well placed to reap recovery rewards

    JPMorgan Japanese Investment Trust offers exposure to growth stocks and sectors in post-pandemic Japan.

    Read more

    JARA and core real asset class performance | J. P. Morgan Asset Management

    Some less traditional assets have continued to perform well during recent economic turmoil. Learn more about JARA and real asset class performance

    Read more

    Investing in blue-chip stocks across value and growth sectors

    William Meadon, joint portfolio manager of JPMorgan Claverhouse Investment Trust plc (JCH), is excited about the trust’s prospects and he has three good reasons to be so.

    Read more

    JGGI: Achieving steady outperformance and income in growth and value markets

    JPMorgan Global Growth & Income plc focuses on investing in the best ideas from across the world’s stock markets, along with a predictable quarterly income.

    Read more

    JGGI: Assessing the emerging market landscape

    The JPMorgan Global Growth & Income Trust (JGGI) is a style agnostic, concentrated, global best ideas portfolio.

    Read more

    Balancing China’s importance with its risks

    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.

    Read more

    Japan – A differentiator in tumultuous times

    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.

    Read more

    Market rotations don’t change long-term growth trends

    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.

    Read more

    Japan is unique; therein lies the opportunity

    Owning businesses with long-term drivers of growth creates a differentiated portfolio.

    Read more

    JFJ: Investment Themes Driving Japan’s New Economic Growth | J.P. Morgan Asset Management

    Japan is drawing attention of investors with accelerated growth during the pandemic. Explore the key themes to consider for making long-term investments.

    Read more

    Taking the long view on Japanese growth

    The JPMorgan Japanese Investment Trust offers investors capital growth opportunities from a market often overlooked by UK investors

    Read more

    Strategy, structure and specialism safeguard success for The JPMorgan Japanese Investment Trust

    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

    Read more

    Investing in Japan: Uncovering the opportunities

    With improving corporate governance and growth, Japanese equities are poised for long-term growth. Learn why the case for investing in Japan remains intact.

    Read more

    Discover the Tax Benefits of ISAs

    Discover the tax benefits of investing in Stocks and Shares ISAs. Ensure you maximise the opportunity of sustainable income and powerful growth.

    Read more

    Make the Most of Tax-Efficient Investing with your ISA

    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.

    Read more

    The ABC of Junior ISAs: Limits, allowance and more

    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.

    Read more

    Shaping up: Building an effective ISA savings plan

    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.

    Read more

    Is a stocks and shares ISA right for me?

    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.

    Read more

    How to fine-tune your ISA for regular income

    The end of the tax year - and the start of a new one – is the ideal time to review and adjust your ISA investments.

    Read more

    Investment trusts for the long-term

    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.

    Read more

    UK Insights

    Explore the latest UK focused investor commentary from our team of Investment managers, trust directors and senior industry figures

    Read more

    Global Insights

    Explore the latest globally focused investor commentary from our team of Investment managers, trust directors and senior industry figures

    Read more

    Education

    Education

    Read more

    Emerging Markets Insights

    Explore the latest Emerging Markets focused investor commentary from our team of Investment managers, trust directors and senior industry figures

    Read more

    Asia Insights

    Explore the latest Asia focused investor commentary from our team of Investment managers, trust directors and senior industry figures

    Read more

    Europe

    Europe

    Read more

    Choose an investment trust ISA for your savings

    Every year, savers have the opportunity to receive a tax-efficient income and tax-free growth from an individual savings account (ISA). Yet many do not maximise the opportunities for income and growth provided by investment trusts as part of a Stocks and Shares ISA.

    Read more
    Global

    Getting paid to wait out the volatility

    JPMorgan Claverhouse Investment Trust plc seeks to provide growth and income, with an investment strategy focused on investing in blue chip UK companies and a dividend that over the last 10 years has grown at an annualized rate exceeding 5% per annum.

    Read more

    The enduring attractions of the US small cap market

    The US small cap market is entrepreneurial, diverse, and under-researched, characteristics that have historically made it a rewarding market for investors.

    Read more

    JPMorgan American Investment Trust

    The latest JPMorgan American Investment Trust update, which explores the Trusts outlook for 2023 and delves deeper into the current market sentiment. Learn about the latest portfolio analysis and growth, as identified by our specialist portfolio managers

    Read more

    Mercantile Investment Trust news

    The latest Mercantile Investment Trust news reviews the outlook for 2023, learn about the impacts which have shown promising growth.

    Read more

    Small-cap outlook: Time to pick up small-cap bargains

    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.

    Read more

    Overcoming the valuation gap

    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.

    Read more

    The stars are aligned for UK equities

    With recovery in prospect, could this be UK equities' moment?

    Read more

    Fortress Claverhouse

    Discover how JPMorgan’s Claverhouse Investment Trust could offer investors a safe haven in stormy waters.

    Read more
    Emerging Markets

    Observations from the US equity desk: Is it time for a small cap cycle?

    2022 has been a year marked with tremendous market volatility and a broad move away from risk assets across the globe, few more pronounced than in the small cap market. In fact, in the past decade, small caps have lagged large caps (as measured by the S&P 500 Index) by over 220 bps per year, on average.

    Read more

    How might the balance of power shift in Congress after the midterms?

    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.

    Read more

    The importance of profit growth in a rising rate environment

    US equities have come under pressure this year from a cocktail of concerns, including elevated inflation, rising interest rates, slower growth and geopolitical tensions.

    Read more

    Active vs passive investing: Use active to your advantage

    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.

    Read more

    JARA: Real assets investing in real time | J.P. Morgan Asset Management

    The macro-environment has changed significantly since the launch of JPMorgan Global Core Real Assets Limited. Learn more about JARA's real assets investing.

    Read more

    Combating inflation with pricing power

    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.

    Read more

    Best of both worlds

    How JPMorgan Global Growth & Income Investment Trust seeks to pick winners and deliver the best of both income and capital

    Read more

    An actively managed portfolio of the highest quality US growth and value names, at a very competitive fee.

    JAM’s managers believe now is a particularly exciting and interesting time for growth investors, as the sell-off in growth names over the past couple of years has created many opportunities to acquire high-quality businesses, especially tech companies, at very reasonable valuations.

    Read more

    Enhanced dividends: Investment Trusts' advantage for income seekers

    Read about how enhanced dividend policies can potentially enable investment trusts to meet many investors’ need for income today.

    Read more

    JPMorgan Japanese Investment Trust – portfolio manager insights

    Watch our series of videos to find out more about the opportunities the trust provides.

    Read more

    JP Morgan Japanese Investment Trust is well placed to reap recovery rewards

    JPMorgan Japanese Investment Trust offers exposure to growth stocks and sectors in post-pandemic Japan.

    Read more

    JARA and core real asset class performance | J. P. Morgan Asset Management

    Some less traditional assets have continued to perform well during recent economic turmoil. Learn more about JARA and real asset class performance

    Read more

    Investing in blue-chip stocks across value and growth sectors

    William Meadon, joint portfolio manager of JPMorgan Claverhouse Investment Trust plc (JCH), is excited about the trust’s prospects and he has three good reasons to be so.

    Read more

    JGGI: Achieving steady outperformance and income in growth and value markets

    JPMorgan Global Growth & Income plc focuses on investing in the best ideas from across the world’s stock markets, along with a predictable quarterly income.

    Read more
    Asia

    JGGI: Assessing the emerging market landscape

    The JPMorgan Global Growth & Income Trust (JGGI) is a style agnostic, concentrated, global best ideas portfolio.

    Read more

    Balancing China’s importance with its risks

    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.

    Read more
    Education

    Japan – A differentiator in tumultuous times

    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.

    Read more

    Market rotations don’t change long-term growth trends

    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.

    Read more

    Japan is unique; therein lies the opportunity

    Owning businesses with long-term drivers of growth creates a differentiated portfolio.

    Read more

    JFJ: Investment Themes Driving Japan’s New Economic Growth | J.P. Morgan Asset Management

    Japan is drawing attention of investors with accelerated growth during the pandemic. Explore the key themes to consider for making long-term investments.

    Read more

    Taking the long view on Japanese growth

    The JPMorgan Japanese Investment Trust offers investors capital growth opportunities from a market often overlooked by UK investors

    Read more

    Strategy, structure and specialism safeguard success for The JPMorgan Japanese Investment Trust

    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

    Read more

    Investing in Japan: Uncovering the opportunities

    With improving corporate governance and growth, Japanese equities are poised for long-term growth. Learn why the case for investing in Japan remains intact.

    Read more
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