Global Equities

JOHCM International and Global Select Strategy Update

Video | 29 Oct 2024
Christopher Lees
Nudgem Richyal
In the latest quarterly update, Nudgem Richyal, CFA, discusses the current market dynamics, emphasizing the large gap between the top five US companies and the Russell 2000 index. He notes that mid-cap stocks often outperform mega-caps and suggests that Federal Reserve rate cuts could boost mid-cap growth. Richyal advocates for an equal-weighted investment strategy to reduce biases and highlights the decline in cyclical sectors, pointing out biotech's potential to thrive in a rate-cutting environment.
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Video Christopher Lees Nudgem Richyal International Equities
Christopher Lees
Senior Fund Manager
Christopher Lees is Senior Fund Manager of the JOHCM Global Select and JOHCM International Select strategies.
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Nudgem Richyal
Senior Fund Manager
Nudgem Richyal, Senior Fund Manager, co-manages the JOHCM Global / International Select strategies alongside Chris Lees.
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Source: JOHCM (unless otherwise stated.)

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