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Autumn Issue Thirty Six
The JM Finn Quarterly Periodical

The lack of face-to-face contact this year has brought the full benefits of our client portal to the fore. Being able to access a valuation of your portfolio(s) at the touch of a button, access all…

With a new prime minister in place, we asked Sam Perry, an investment manager at Pictet Asset Management, to share his thoughts on Japan’s fortunes.

Usually, your bank would pay interest on your savings accounts. Negative interest rates turn this around and mean customers have to pay banks to hold their savings.

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.