Podcasts

Three prime ministers, four chancellors, double-digit inflation and waves of industrial strikes, the UK seemed to bear the brunt of global turmoil in 2022. And yet, as interest rates have risen and we enter a world where capital costs – should investors think again about the ‘UK discount’?

Geopolitical tensions, soaring energy prices and severe lockdowns in China – 2022 was a rollercoaster ride through the international capital markets. What now for 2023? Join senior fund managers Ben Leyland and James Syme for discussion on what will be driving markets over the coming year. 

It's now clear that the humanitarian tragedy unfolding in Ukraine is a major inflection point in history, says Fund Manager Chris Lees

Chris Lees, Senior Fund Manager, explains the importance of having an evidence-based process and what trends to look forward to in 2022

By thinking differently and adapting to changes, as scientists would, investors can better navigate the new normal post-Covid-19 world, says Chris Lees, co-manager of JOHCM’s Global and International Select strategies.