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Under the Bonnet

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

  • Alex Savvides
  • Tom Matthews
19 Jul 2021

Under the Bonnet

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

12 Jul 2021

Core thoughts

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

07 Jul 2021

A View from Asia - China Special

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

01 Jul 2021

UK Equity Income Bulletin

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

24 Jun 2021

Income investing and inflation risk

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

22 Jun 2021

A View from Asia

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

20 Jun 2021

Takeover talk and growth platforms

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.

16 Jun 2021

Emerging Markets Spotlight

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

14 Jun 2021

Under the Bonnet

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.

09 Jun 2021

A View from Asia

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

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