JOHCM Global Select Fund (ie)
Size
EUR 870.00m
Global Equities
The Case for International Equities: Broadening Beyond a US- Led Market
Article
|
03 Mar 2026
After a decade defined by US market concentration, equity leadership is beginning to broaden. Rising dispersion across regions, sectors, and company size increases the importance of selectivity and active judgment. As policy paths diverge and fundamentals reassert influence, global markets are offering a wider and more differentiated opportunity set than in recent years.
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?
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