The Key Change is the Ignition of Earnings Growth - Q2 2025 Update & Outlook
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.
Three Days at Camp David
The trade deficit is a perennial US issue. The choice is a weaker dollar or higher interest rates and spending cuts.
Major UK firms on course for ‘disorderly’ green transition
This report forecasts UK corporate greenhouse gas emissions to 2050 using the Horizon model, offering insights into decarbonisation pathways, policy impacts, and corporate responses to climate regulations.
Trade Turbulence - From Disruption to Opportunity
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?
How can we help?
From our very first conversation to ongoing support, our teams of experts are here to answer your investment needs.