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JOHCM UK Equity Income Fund Dividend Update

Latest guidance on the Fund dividend from James Lowen and Clive Beagles.

  • James Lowen
  • Clive Beagles
01 Jul 2020

JOHCM UK Equity Income Fund Dividend Update

Latest guidance on the Fund dividend from James Lowen and Clive Beagles.

30 Jun 2020

UK Equity Income Bulletin

A portfolio update from James and Clive in a month which saw a brief value rally. 

19 Jun 2020

Europe three months on – a steadier ship

The JOHCM Continental European Fund team point to signs of encouragement in European markets and economies.

14 Jun 2020

The Value Puzzle

James and Clive break the portfolio down into its sector pieces, highlighting the tremendous value across the Fund.

13 Jun 2020

Emerging Markets Spotlight

The US hegemon versus the Chinese challenger: echoes of history

09 Jun 2020

A View from Asia

Meituan Dianping: the Chinese food delivery service that holds lessons for companies overseas.

09 Jun 2020

Under the Bonnet

The last week of the month saw the first signs of an unwind in excessively bearish analyst and investor sentiment.

31 May 2020

UK Equity Income Bulletin

James Lowen and Clive Beagles review their fund’s performance in May, a month which saw the recovery in global stock markets continue.

31 May 2020

Positioned for recovery

An update from James and Clive on the Fund's recent performance and their current positioning.

14 May 2020

Emerging Markets Spotlight

Emerging markets to avoid: the JOHCM Global Emerging Markets Opportunities team provide their top down analysis.

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