Talking Research
Titan Square Mile's Research and Investment teams offer insight on key trends and sectors across the investment industry.
Talking Research
Behind The Screens: Talking UK Equity with J.P. Morgan Asset Management
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Join Martin Ward, Senior Investment Research Analyst at Titan Square Mile, as he sits down with Callum Abbott, Portfolio Manager on the A‑rated JPM UK Equity Plus Fund at J.P. Morgan Asset Management, to unpack how the strategy seeks to deliver consistent alpha in all market environments. Drawing on nearly a decade managing the fund, Callum discusses how he views the world from a UK equity point of view. He shares where he and the team see attractive UK opportunities and where caution remains. He also explains how their differentiated approach has driven the fund’s long‑term consistency, offering valuable insight for advisers and investment professionals navigating today’s uncertain UK equity market.
This podcast was recorded in March 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).
This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance.
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