Recurring series

Today's Morning Meeting

Finvaulta tracks 8 editions of Today's Morning Meeting from J.P. Morgan, published between May 12, 2026 and August 13, 2026. Each edition is summarized on its own page.

Latest edition · August 13, 2026

JPM Europe Equity Research | Today’s Morning Meeting

This report details upgrades and downgrades for UK life insurers, specifically highlighting an upgrade for Aviva to Overweight and downgrades for L&G and M&G.

The report highlights a shift in UK life insurance value, upgrading Aviva to Overweight while downgrading L&G and M&G. The analysis focuses on 'economic OCG' as a proxy for free cash flow, identifying Aviva and Standard Life as having better yields and capital return potential. The report also provides a comprehensive list of JPM events, conferences, and upcoming earnings for various European companies.

Read the latest edition in full

Key takeaways from the latest edition

1.Aviva upgraded to Overweight (OW) due to attractive relative upside potential, supported by superior economic OCG (operational capital generation) and dividend cover compared to peers.
2.Legal & General and M&G downgraded to Underweight (UW) citing concerns over competition and weaker margins in the UK Pension Risk Transfer (PRT) market.

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Today's Morning Meeting
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Key Changes
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Edition archive

Series at a glance

Editions tracked: 8
First edition: May 12, 2026
Latest edition: August 13, 2026

All J.P. Morgan research

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