Samir's take on the suspension of Ant Financial's highly anticipated IPO.
Vaccine developments allowed investors to look through the 2020 earnings disruption to the potential recovery.
The technology names with a catalyst. James Syme talks portfolio positioning in a tech-heavy world.
A strong month for the Fund as we saw a marked pick-up in positive newsflow for our holdings.
The case for owning certain financials in a post Covid-19 world.
The rise of tangible capital?
Better mood music around Brexit and increasing expectations of a Biden victory in the US election helped October's relative performance.
Three years on from assuming co-leadership of the JOHCM UK Opportunities Fund, Rachel Reutter and Michael Ulrich reflect on five lessons learnt.
2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts.
Samir talks zombie companies, Japanification and where he see opportunities in his latest monthly update.
A September review - a month of peaking extremes and emerging change for markets.
Multiple acts – what’s next for the credit markets?
An October update from Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities Fund.
“Ignore Chicken Licken pessimists” – Andy Haldane, Bank of England chief economist
Is it time for investors to look again at European equities?
Rachel Reutter, JOHCM UK Opportunities Fund, on five factors UK equity investors need to look out for in the ‘new normal’.
Positive stock-specific newsflow: Alex and Tom provide their usual monthly portfolio roundup.
The Emerging Markets Opportunities team highlight one of their strongest conviction ideas.
What is the zeitgeist of today? Are we heading towards a utopian or an Orwellian world?
Fund Managers James Lowen and Clive Beagles give a Fund update in a more positive month for UK economic data.
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.
A portfolio update from James and Clive in a month which saw a brief value rally.
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