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Emerging Markets Spotlight

Floating exchange rates are likely to limit the impact of rising US rates on emerging markets

  • James Syme
14 May 2022

Emerging Markets Spotlight

Floating exchange rates are likely to limit the impact of rising US rates on emerging markets

10 May 2022

JOHCM hires Nikos Dimakis

We are pleased to announce the appointment of Nikolaos (Nikos) Dimakis as Senior Data Scientist.

03 May 2022

Is your equity portfolio ready for a turn in the investment cycle?

A number of capital cycles are turning. Investors need to shift their focus towards sectors which have been overlooked.

02 May 2022

UK Equity Income Bulletin

The rotation from financials and cyclicals to defensives has reached an extreme last seen following the collapse of Lehmans

20 Apr 2022

Under the Bonnet

The world is a very different place to what it was a month ago. As ever, we seek strategic idiosyncratic change where hidden value can be unlocked through management actions

19 Apr 2022

View from Asia

War in Europe. Lockdowns in China. Higher commodity prices pushing up inflation. Focus on value and patience should pay. 

11 Apr 2022

Emerging Markets Spotlight

Rising commodity prices will have a powerful impact on emerging markets, for exporters and for those that import and subsidise the 'Three Fs', food, fuel and fertiliser

01 Apr 2022

UK Equity Income Bulletin

Latest comments from our UK equity income fund managers

25 Mar 2022

Europe: Where are we now?

JOHCM Continental European Fund

13 Mar 2022

Forgotten Middle

JOHCM Global Opportunities Fund - Remembering the "Forgotten Middle"

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