09 Mar 2022

Emerging Markets Spotlight

James Syme and the Emerging Markets Opportunities team look at the new chapter Russia is writing in emerging equity markets

09 Mar 2022

Statement on Russian equity securities

Our approach to Russian holdings

07 Mar 2022

A View from Asia

Samir Mehta shares his views on the outlook for Asia

04 Mar 2022

Statement on Russia’s invasion of Ukraine

JOHCM's statement on events in Ukraine

01 Mar 2022

UK Equity Income Bulletin

Latest comments from our UK equities fund managers

10 Feb 2022

January review: shift to value

Comments from Chris Lees, Senior Fund Manager of the JOHCM Global Select Fund.

10 Feb 2022

Extinction? Rebelled.

Alex Savvides discusses the rapid changes now going on in the world of UK investing.

09 Feb 2022

A View from Asia

Samir Mehta shares his views on the outlook for Asia

07 Feb 2022

Emerging Markets Spotlight

James Syme and the Emerging Markets Opportunities team highlight the hidden export strengths of two of their favourite markets, India and Mexico

02 Feb 2022

Europe comes to the fore

Paul Wild, manager of the JOHCM Continental European Fund, on Europe's improving macro picture and how he is positioned to benefit. 

01 Feb 2022

UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.

28 Jan 2022

Emerging Markets Spotlight

James Syme takes a look at recent commodity price moves and describes how the portfolio is positioned to benefit. 

28 Jan 2022

A View from Asia

A look ahead: a short note from Samir Mehta, manager of the JOHCM Asia ex Japan fund. 

25 Jan 2022

What is the best performing market in 2022?

Latest comments from our UK equities fund managers

18 Jan 2022

Under the Bonnet

A quarterly update from the UK Dynamic team on the macro environment, portfolio performance and outlook. 

13 Jan 2022

Market liposuction

As we exit the extended lockdown period of stimulus super-binge, 2022 is likely to bring a dose of central bank liposuction treatment...

04 Jan 2022

UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.

23 Dec 2021

The land of smiles no more

With Covid-19 cases rising Samir’s latest Armchair Observer focuses on the impact of the pandemic on Thailand.

21 Dec 2021

Performance Fee Notification to Shareholders

The way we calculate performance fees is changing. Check our Q&A for further details.

20 Dec 2021

Emerging Markets Spotlight

The opportunity within emerging markets is more compelling than the opportunity of emerging markets.

15 Dec 2021

Under the Bonnet

A monthly portfolio update from the JOHCM UK Dynamic team on the strategic progress made by their portfolio companies. 

13 Dec 2021

Regnan Sustainable Water and Waste Fund made available to Europe

Regnan and J O Hambro Capital Management Limited (JOHCM) announce the launch of an offshore vehicle for the Regnan Sustainable Water and Waste Fund.

10 Dec 2021

A View from Asia

Portfolio management during uncertain times: JOHCM Asia ex Japan fund manager, Samir Mehta, outlines his strategy 

01 Dec 2021

UK Equity Income Bulletin

"Rarely, if ever, have the relative attractions of the UK and our Fund been brighter than this..." - James and Clive provide an update. 

30 Nov 2021

The Armchair Observer

I too could not resist it. Every single friend of mine urged me to watch Squid Game and finally I gave in...

23 Nov 2021

CEO Profile: Fast Mover Who Bets on Himself

Nick Good, Pendal Group CEO, is featured in The Australian Financial Review BOSS Magazine.

19 Nov 2021

Opportunities in an unloved market

Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities fund, discuss how the drivers of growth are changing in the UK’s favour.

18 Nov 2021

A View from Asia

Samir Mehta, manager of the JOHCM Asia ex Japan fund, provides an in-depth look at Jubilant Foodworks, the largest holding in his portfolio.

18 Nov 2021

Emerging Markets Spotlight

We have seen continued high inflation prints across the world, with volatility in interest rate expectations testing the resolve of central banks...

12 Nov 2021

Under the Bonnet

A monthly portfolio update from the JOHCM UK Dynamic team on the strategic progress made by their portfolio companies. 

01 Nov 2021

UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.

19 Oct 2021

Under the Bonnet

The third quarter saw good strategic progress, strong results and interesting M&A activity for the JOHCM UK Dynamic portfolio.

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