Views & News
Floating exchange rates are likely to limit the impact of rising US rates on emerging markets
We are pleased to announce the appointment of Nikolaos (Nikos) Dimakis as Senior Data Scientist.
Read More 10 May 2022Floating exchange rates are likely to limit the impact of rising US rates on emerging markets
We are pleased to announce the appointment of Nikolaos (Nikos) Dimakis as Senior Data Scientist.
A number of capital cycles are turning. Investors need to shift their focus towards sectors which have been overlooked.
The rotation from financials and cyclicals to defensives has reached an extreme last seen following the collapse of Lehmans
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
War in Europe. Lockdowns in China. Higher commodity prices pushing up inflation. Focus on value and patience should pay.
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
Latest comments from our UK equity income fund managers
JOHCM Global Opportunities Fund - Remembering the "Forgotten Middle"
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