Our insights
We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.
Senior Investment Manager, Leeds
COVID-19 continues to be at the forefront of all of our lives and it has undoubtedly been at the core of our investment decision making over the last quarter.
Tesco needs little introduction - it’s one of the UK’s top retailers in groceries and merchandise and has a market capitalisation of £20bn.
MarketAxess is where most corporate bonds get traded, particularly American ones and in the smaller deal size (below $5 million).
The London Stock Exchange Group, an exchange where shares and bonds are traded, also incorporates a range of clearing and settlement business as well as price information and index sales.
Segro is a real estate investment trust (REIT) that specialises in owning and developing warehouses, data centres and logistics sites in the UK, focussing on ‘edge-of-town’ spaces.
Terry Smith, founder and CEO of Fundsmith wrote in 2010 about the rationale for investing in Del Monte, which most people associated as a canned fruit producer.
Many viewed November as a month when the rotation from growth to value took hold. James Godrich explains why he doesn’t feel this is relevant.
Markets have been encouraged by the advent of the coronavirus vaccination programme and unsettled by the prospect of a no-deal Brexit.
Freddy Colquhoun looks ahead to next year from an asset allocation perspective and suggests the UK could be the surprise market.
With yet more vaccines coming on stream, markets have continued to be buoyed by the belief that some form of normality will return by spring next year.
JM Finn is delighted to announce that Jonathan Marsh has joined the firm as a senior investment manager.
JM Finn is holding a virtual conference in December, bringing together some experts to share their insights.
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