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A View from Asia

Taking stock: Samir Mehta, manager of the JOHCM Asia ex Japan Fund, takes a look back at markets over the last 18 months.

  • Samir Mehta
12 Oct 2021

A View from Asia

Taking stock: Samir Mehta, manager of the JOHCM Asia ex Japan Fund, takes a look back at markets over the last 18 months.

11 Oct 2021

What a China-Taiwan conflict could mean for stocks

James Syme, manager of the JOHCM Global Emerging Markets Opportunities fund, takes a look back at how geopolitics have historically impacted stock markets.

06 Oct 2021

What Emma Raducanu can teach us about process

Our main theme this quarter is the strong growth in our portfolio companies along with a word on what Emma Raducanu can teach us about process...

30 Sep 2021

UK Equity Income Bulletin

James Lowen and Clive Beagles, managers of the JOHCM UK Equity Income Fund, discuss the macro and the micro, from global economics to new portfolio additions...

29 Sep 2021

The Armchair Observer

To mark the 10-year anniversary of the JOHCM Asia ex Japan fund, Senior Fund Manager, Samir Mehta, launches The Armchair Observer.

19 Sep 2021

Global Value and Income Dispatch

When rates are low (and probably going up) and spreads are about as skinny as they have ever been, where does a credit investor go to make returns?

14 Sep 2021

A View from Asia

What next for China? Samir discusses the regulatory clampdown including two other sectors not yet hit - housing and healthcare. 

13 Sep 2021

Emerging Markets Spotlight

There has been substantial commentary around the changing regulatory environment in China, but is this overshadowing the economic data?

12 Sep 2021

Under the Bonnet

A monthly portfolio update from the JOHCM UK Dynamic team in a month where the NASDAQ 100 and S&P500 made new all-time highs.

31 Aug 2021

UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from economics to portfolio additions.

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