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

     

     

    Latest Insights

    JPM53457_IT_JFJ_shutterstock_1327869803_768x246px

    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.

    Find out more
    JPM53477_shutterstock_1822705949_850x240

    Six reasons to invest in The Mercantile Investment Trust

    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.

    Find out more
    a-framework-for-long-term-investing

    A framework for long-term investing

    A commitment to long-term structural trends and high quality, attractively priced companies continues to reward shareholders in the JPMorgan Global Growth & Income Investment Trust (JGGI), even in times of market uncertainty.

    Find out more

    Insights by Region and Topic

    All UK Global Emerging Markets Asia Education
    All

    Six reasons to invest in The Mercantile Investment Trust

    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.

    Read more

    Exploring the UK market opportunity

    UK stocks have been pretty much unloved since 2016’s Brexit vote. Even now they remain undervalued compared to other developed world markets. JPMorgan Claverhouse Investment Trust has been a strong “all-weather” UK stock picker amidst these challenges.

    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

    Starting up the UK’s engines

    An economic recovery is good news for UK mid- and small-cap stocks

    Read more

    Mapping the travel sector’s rebound

    More than a year of lockdown restrictions have tested the travel sector’s resilience, but we believe that the short-to-mid term prospects for companies and investors are now positive, with a number of key holdings in JMF primed to benefit from a mix of pent-up demand and high levels of savings by consumers waiting to be spent.

    Read more

    Why Mercantile

    How the Mercantile Investment Trust provide investors with a way into UK small and mid caps

    Read more

    Unlocking the untapped power of mid-caps

    They are rich in potential, but often underestimated. See how J.P. Morgan Asset Management’s dedicated investment trust specialising in UK mid-cap companies could provide diversification as well as strong growth and income opportunities for your portfolio.

    Read more

    Optimism for the UK economy

    The Mercantile Investment Trust’s find managers, Guy Anderson, Anthony Lynch share their outlook for the UK

    Read more

    Long-term engines of growth

    UK investors have a lot of reasons to like mid- and small-cap stocks for the long haul

    Read more

    The stars are aligned for UK equities

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

    Read more

    Playing the long game pays off for Claverhouse

    How J.P. Morgan's Claverhouse Investment Trust has predicted early stellar success and continues to play the long game

    Read more

    Picking winners in a pandemic

    Mercantile’s strong performers navigating structural change during the pandemic.

    Read more

    Nifty Claverhouse

    Focusing on quality stocks, Nifty, JPMorgan Investment Trust Claverhouse Investment Trust looks to weather Covid storm.

    Read more

    Fortress Claverhouse

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

    Read more

    Why JPMorgan Claverhouse offers the best of British in an uncertain world

    Many UK companies offer growth in both income and capital for the long term investor. Find out how.

    Read more

    The Mercantile Investment Trust: Offering UK investors a world of long-term growth opportunities

    The Mercantile Investment Trust: offering UK investors a world of long-term growth opportunities.

    Read more

    Actively seeking sector leaders: Mercantile’s mid- and small-cap stars

    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.

    Read more

    Consumer mid-caps set to benefit from a return to normality

    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.

    Read more

    A framework for long-term investing

    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.

    Read more

    The case for medium and small companies

    Where The Mercantile trust is looking for tomorrow’s market leaders.

    Read more

    Great British Bargains

    Where are investors finding value in the UK?

    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

    Picks of the bunch

    JPMorgan Global Growth & Income’s distinctive strategy seeks out the picks of the bunch, aiming to deliver sustainable income and capital

    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

    Small and medium sized companies for growth and income

    Medium-sized and smaller companies can offer greater scope for capital growth than businesses that are already very large.

    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

    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

    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

    Creating a sustainable advantage in Emerging Markets

    We look at how investors can take a sustainable approach in emerging markets through The JPMorgan Emerging Markets Investment Trust

    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

    Fast-changing emerging markets require a steady focus

    A high-quality, long-term, focused portfolio has been the key to returns over time.

    Read more

    Accelerating the future

    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 more

    For emerging market opportunities, look east

    Read insights from Austin Forey, portfolio manager for the Emerging Markets Investment Trust, concerning the potential market opportunities from the East.

    Read more

    Emerging markets, evolving opportunities

    Austin Forey, lead portfolio manager for the JPMorgan Emerging Markets Investment Trust, discusses how to identify the best new investment opportunities.

    Read more

    Securing the future: JPMorgan Emerging Markets Investment Trust

    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.

    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

    Winds of change in the land of the rising sun

    Decarbonisation is one of the most exciting long-term investment themes in Japan.

    Read more

    JFJ: Delivering a Decade of Growth from Japanese Equities

    Explore our success secrets and find out how the JP Morgan Japanese Investment Trust (JFJ) delivered a decade of growth and benchmark-beating performance.

    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

    JPMorgan 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

    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

    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
    UK

    Six reasons to invest in The Mercantile Investment Trust

    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.

    Read more

    Exploring the UK market opportunity

    UK stocks have been pretty much unloved since 2016’s Brexit vote. Even now they remain undervalued compared to other developed world markets. JPMorgan Claverhouse Investment Trust has been a strong “all-weather” UK stock picker amidst these challenges.

    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

    Starting up the UK’s engines

    An economic recovery is good news for UK mid- and small-cap stocks

    Read more

    Mapping the travel sector’s rebound

    More than a year of lockdown restrictions have tested the travel sector’s resilience, but we believe that the short-to-mid term prospects for companies and investors are now positive, with a number of key holdings in JMF primed to benefit from a mix of pent-up demand and high levels of savings by consumers waiting to be spent.

    Read more

    Why Mercantile

    How the Mercantile Investment Trust provide investors with a way into UK small and mid caps

    Read more

    Unlocking the untapped power of mid-caps

    They are rich in potential, but often underestimated. See how J.P. Morgan Asset Management’s dedicated investment trust specialising in UK mid-cap companies could provide diversification as well as strong growth and income opportunities for your portfolio.

    Read more

    Optimism for the UK economy

    The Mercantile Investment Trust’s find managers, Guy Anderson, Anthony Lynch share their outlook for the UK

    Read more

    Long-term engines of growth

    UK investors have a lot of reasons to like mid- and small-cap stocks for the long haul

    Read more

    The stars are aligned for UK equities

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

    Read more

    Playing the long game pays off for Claverhouse

    How J.P. Morgan's Claverhouse Investment Trust has predicted early stellar success and continues to play the long game

    Read more

    Picking winners in a pandemic

    Mercantile’s strong performers navigating structural change during the pandemic.

    Read more

    Nifty Claverhouse

    Focusing on quality stocks, Nifty, JPMorgan Investment Trust Claverhouse Investment Trust looks to weather Covid storm.

    Read more

    Fortress Claverhouse

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

    Read more

    Why JPMorgan Claverhouse offers the best of British in an uncertain world

    Many UK companies offer growth in both income and capital for the long term investor. Find out how.

    Read more

    The Mercantile Investment Trust: Offering UK investors a world of long-term growth opportunities

    The Mercantile Investment Trust: offering UK investors a world of long-term growth opportunities.

    Read more

    Actively seeking sector leaders: Mercantile’s mid- and small-cap stars

    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.

    Read more

    Consumer mid-caps set to benefit from a return to normality

    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.

    Read more

    A framework for long-term investing

    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.

    Read more
    Global

    The case for medium and small companies

    Where The Mercantile trust is looking for tomorrow’s market leaders.

    Read more

    Great British Bargains

    Where are investors finding value in the UK?

    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

    Picks of the bunch

    JPMorgan Global Growth & Income’s distinctive strategy seeks out the picks of the bunch, aiming to deliver sustainable income and capital

    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

    Small and medium sized companies for growth and income

    Medium-sized and smaller companies can offer greater scope for capital growth than businesses that are already very large.

    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

    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

    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
    Emerging Markets

    Creating a sustainable advantage in Emerging Markets

    We look at how investors can take a sustainable approach in emerging markets through The JPMorgan Emerging Markets Investment Trust

    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

    Fast-changing emerging markets require a steady focus

    A high-quality, long-term, focused portfolio has been the key to returns over time.

    Read more

    Accelerating the future

    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 more

    For emerging market opportunities, look east

    Read insights from Austin Forey, portfolio manager for the Emerging Markets Investment Trust, concerning the potential market opportunities from the East.

    Read more

    Emerging markets, evolving opportunities

    Austin Forey, lead portfolio manager for the JPMorgan Emerging Markets Investment Trust, discusses how to identify the best new investment opportunities.

    Read more

    Securing the future: JPMorgan Emerging Markets Investment Trust

    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.

    Read more
    Asia

    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

    Winds of change in the land of the rising sun

    Decarbonisation is one of the most exciting long-term investment themes in Japan.

    Read more

    JFJ: Delivering a Decade of Growth from Japanese Equities

    Explore our success secrets and find out how the JP Morgan Japanese Investment Trust (JFJ) delivered a decade of growth and benchmark-beating performance.

    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

    JPMorgan 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

    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
    Education

    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

    Our range of investment trusts

    We offer access to a wide range of strategies, each designed to help investors meet their individual needs.

    View our full range

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