Views & News

2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts. 

Samir talks zombie companies, Japanification and where he see opportunities in his latest monthly update. 

A September review - a month of peaking extremes and emerging change for markets. 

Multiple acts – what’s next for the credit markets?

An October update from Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities Fund. 

“Ignore Chicken Licken pessimists” – Andy Haldane, Bank of England chief economist

Is it time for investors to look again at European equities?

Rachel Reutter, JOHCM UK Opportunities Fund, on five factors UK equity investors need to look out for in the ‘new normal’.

Positive stock-specific newsflow: Alex and Tom provide their usual monthly portfolio roundup.

The Emerging Markets Opportunities team highlight one of their strongest conviction ideas.