J.P. Morgan Asset Management

13 June 2018
UK taps into oil strength
UK taps into oil strength

Amit Parmar looks at the recent surge in oil price and its impact on UK equity income investors.

25 April 2018
Q2 Guide to the Markets with Karen Ward
Q2 Guide to the Markets with Karen Ward

Karen Ward, Chief Market Strategist for EMEA, shares her views on the key themes for the second quarter of 2018.

26 April 2018
How will the Brexit negotiations affect European markets?
How will the Brexit negotiations affect European markets?

The Brexit negotiations have reached an important milestone with both sides agreeing to a period of transition between the UK formally leaving the EU in March 2019 and the new relationship coming in to force in January 2021. This has lifted sterling and UK interest rate expectations. Both could get a further boost if the next ambition is met - an agreement on the heads of terms of the final deal.

25 March 2018
Weekly Bond Bulletin: A currency tug of war
Weekly Bond Bulletin: A currency tug of war

The euro’s upward march against the US dollar has been on hiatus since the end of January. How do the arguments for the two currencies stack up, and where might they go from here?

25 March 2018
Shedding light on trade turmoil
Shedding light on trade turmoil

Over the past week financial markets have reacted negatively to the President’s announcement of tariffs on steel and aluminum, mainly due to fears of a trade war that could reduce global trade. In this note, we address a number of key questions that investors have been asking us about this issue.

15 March 2018
European Central Bank meeting: Subdued inflation to keep policy accommodative
European Central Bank meeting: Subdued inflation to keep policy accommodative

The European Central Bank (ECB) met recently and kept policy unchanged.

13 March 2018
Share in the dividend bonanza
Share in the dividend bonanza

William Meadon explains how investment trusts can provide investors with a level of income certainty.

15 March 2018
Review of markets over February 2018
Review of markets over February 2018

After fifteen months of equity markets grinding steadily higher, volatility returned abruptly at the beginning of February.