Views & News

10 things we are thinking about for the rate regime that may lie ahead.

James and Clive on why the shift in stock market leadership towards 'value' has much further to run.

A look at the investment landscape in Europe and the key areas where we are finding opportunities. 

A top-down look at Brazil from the JOHCM Global Emerging Markets Opportunities team.

Investor confidence grew in February as Covid-19 vaccination roll-outs accelerated. Alex and Tom provide a portfolio update. 

Markets have changed dramatically; we have democratised access to trading across age groups and income levels. Samir looks at the ramifications 

James and Clive's latest portfolio review covering February, a month which saw a sharp rise in government bond yields.

James Syme takes a look at the higher-beta emerging markets and gives his thoughts on where the opportunities lie.    

This is a liquidity-driven bull market which central banks might not derail. However, could this wild exuberance lead to a financial accident?

Equity markets were broadly unchanged in January as exuberance over Covid-19 vaccine roll-outs was tempered by concerns for reduced efficacy.