Views & News

An update from the JOHCM UK Dynamic team in a quarter that saw frenzied bid activity for a number of portfolio holdings. 

The JOHCM UK Opportunities team discuss four new investments and how each can grow their respective cash flows in four very different markets.

Samir Mehta takes a look at the three cross-currents affecting Chinese technology stocks. 

June was an odd month with bond yields under pressure before and after the FOMC meeting despite positive economic data and company commentary. 

Ten inflation protection strategies for income investors from the JOHCM Global Income Builder team

Quarantine musings from Samir Mehta, manager of the JOHCM Asia ex Japan Fund. 

Mark Costar and Vishal Bhatia discuss why the Fund is seeing plenty of M&A activity and describe why they are backing companies that back themselves.

Portfolio positioning around the commodity rally: the JOHCM Global Emerging Markets Opportunities team provide an update

Increasing signs the market is beginning to recognise the undervaluation of some of the Fund’s holdings was aided by another period of strong earnings updates in May.

Samir Mehta reviews his position on banks as rising expectations of inflation, long bond yields and commodity prices dominate market headlines.