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Emerging Markets Spotlight

Observations on some interesting differences between inflation dynamics in major Latin American countries.

  • James Syme
  • Paul Wimborne
12 Aug 2020

Emerging Markets Spotlight

Observations on some interesting differences between inflation dynamics in major Latin American countries.

11 Aug 2020

Under the Bonnet

An update on the market backdrop and portfolio holdings over July from the JOHCM UK Dynamic team.

09 Aug 2020

A View from Asia

Samir highlights a recent portfolio addition, Manappuram Finance, a gold loan provider in India.

02 Aug 2020

UK Equity Income Bulletin

A portfolio update in what was a difficult and disappointing month for the Fund. 

02 Aug 2020

A spotlight on our small caps

We provide some bottom-up granularity on our small cap exposure.

27 Jul 2020

Global Income and Value Dispatch

Q2 review: the global income challenge 

15 Jul 2020

Emerging Markets Spotlight

A top-down look at the countries the JOHCM Global Emerging Markets Opportunities team are avoiding. 

13 Jul 2020

A View from Asia

Observations, insights and a look to the future from Samir Mehta, manager of the JOHCM Asia ex Japan Fund. 

10 Jul 2020

Under the Bonnet

A roundup of portfolio newsflow covering June from Alex Savvides, manager of the JOHCM UK Dynamic Fund. 

01 Jul 2020

JOHCM UK Equity Income Fund Dividend Update

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

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