Views & News

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

Alex and Tom provide a portfolio update in a month where equity markets retraced some of their previous month’s losses. 

Samir's thoughts on the three stages of the pandemic and the companies benefiting. 

The latest Bulletin from James and Clive with a comprehensive Fund dividend update. 

The Board of JOHCM Funds (UK) Limited has conducted an annual Assessment of Value of our four UK-domiciled funds to review whether the funds are providing value for our investors.

An update from the JOHCM UK Dynamic team in a month when investors had to contend with unprecedented conditions.

Rachel Reutter and Michael Ulrich, co-managers of the JOHCM UK Opportunities Fund, welcome an end to the years of companies as cash machines.

Q1 review: In the midst of chaos, there is also opportunity.

We previously wrote that "banks generally carry a triple threat in this environment". We now update that to four threats.

Its not all doom and gloom: the latest thinking from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.