JOHCM Global Opportunities Fund (ie)
Size
EUR 866.91m
As geopolitical tensions reshape global energy markets, the race for energy independence is accelerating. In our latest insight, we explore why energy resilience is emerging as a defining long-term investment theme across LNG infrastructure, renewables, nuclear power, electrification and domestic energy production as governments and industries future-proof energy systems against geopolitical and supply chain shocks.
Global Equities
The Key Change is the Ignition of Earnings Growth - Q2 2025 Update & Outlook
Video | 08 Jul 2025
A change in the capital cycle offers investors broader market leadership opportunities and greater diversity of choice, both by sector and geography. A conversation with Ben Leyland, senior fund manager for JOHCM International Opportunities and JOHCM Global Opportunities.
Global Equities
Trade Turbulence - From Disruption to Opportunity
Webinar | 18 Jun 2025
For over a decade, the US has dominated global equity returns. As ‘American exceptionalism’ comes to an end, where should investors look for medium-term returns? What are the ex-US opportunities in developed markets, and what are the prospects in emerging markets?