An update on the market backdrop and portfolio holdings over July from the JOHCM UK Dynamic team.Read More 11 Aug 2020
Samir highlights a recent portfolio addition, Manappuram Finance, a gold loan provider in India.Read More 09 Aug 2020
Observations on some interesting differences between inflation dynamics in major Latin American countries.
An update on the market backdrop and portfolio holdings over July from the JOHCM UK Dynamic team.
Samir highlights a recent portfolio addition, Manappuram Finance, a gold loan provider in India.
A portfolio update in what was a difficult and disappointing month for the Fund.
We provide some bottom-up granularity on our small cap exposure.
Q2 review: the global income challenge
A top-down look at the countries the JOHCM Global Emerging Markets Opportunities team are avoiding.
Observations, insights and a look to the future from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
A roundup of portfolio newsflow covering June from Alex Savvides, manager of the JOHCM UK Dynamic Fund.
Latest guidance on the Fund dividend from James Lowen and Clive Beagles.
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