23 Sep 2022

FLASH UPDATE - What does the Mini-Budget mean for UK equities?

Highlights for consumers, businesses and UK equities

19 Sep 2022

The View from Asia

Higher US interest rates could present significant upside for Asian equities

07 Sep 2022

A 'Responsible Transition' approach to Investing

We know the goal, the challenge is to manage urgent change effectively. How can investors accelerate the transformation?

06 Sep 2022

Emerging Markets Spotlight

Rejection of a left-wing constitution reduces risk for equity investors in Chile, but economic problems remain an obstacle

05 Sep 2022

Did China learn anything from Japan's lost decades?

The economic models of China and Japan are closely related. However, China has the opportunity to learn from its neighbour's mistakes and protect property and banking investors.

31 Aug 2022

UK Equity Income Bulletin

Markets remain focused on energy costs whilst the outlook remains positive

25 Aug 2022

Pendal agree acquisition proposal from Perpetual

An important announcement to clients from J O Hambro's CEO (UK, Europe & Asia) Alexandra Altinger

12 Aug 2022

The View From Asia

Conditions in Asia are considerably different to those in the US

10 Aug 2022

Emerging Markets Spotlight

Energy exporters, or those with relative energy stability, show signs of prospering 

31 Jul 2022

UK Equity Income Bulletin

Central bank commentary suggests we may have passed peak ‘hawkishness’

14 Jul 2022

It's the supply-side, stupid!

From compressing the price side of the P/E equation, investors are increasingly fretting over earnings, marking down any company that hints of cyclicality.

11 Jul 2022

Under the Bonnet

Idiosyncratic stock selection helped Fund performance through a period that saw events more extreme than many investors have ever experienced.

11 Jul 2022

The Cost of Bad Behaviours

During periods of market sell-offs, the natural human reaction is to contract our investment time horizons and focus on short-term negative noise.

08 Jul 2022

Quarterly Update from Christopher Lees

"Beware good houses in bad neighborhoods..."

05 Jul 2022

Emerging Markets Spotlight

The good news from China ... and the bad

04 Jul 2022

The View From Asia

Recession remains a threat, and despite official figures, China is almost certainly in a phase of contraction

30 Jun 2022

UK Equity Income Bulletin

UK equity valuations remain eye-wateringly low relative to earnings and balance sheet capital

22 Jun 2022

Making a Sustainable Difference

Investor engagement can make a positive difference to poor mining communities

18 Jun 2022

View from Asia

In a new era, investors need discipline

18 Jun 2022

Emerging Markets Spotlight

Inflation is not all bad news in emerging markets

06 Jun 2022

Get Paid Whilst You Wait-The Return of UK Equity Income

Investing for income in the UK equity market has rarely offered better opportunities

31 May 2022

UK Equity Income Bulletin

In an environment of higher inflation, investors should increasingly favour dividend-paying stocks

23 May 2022

View from Asia

Markets now collectively believe that central banks are behind the curve. Risk-aversion prevails

15 May 2022

The Return of Low-Cost Investing

Rising yields are presenting interesting opportunities to income investors

13 May 2022

Emerging Markets Spotlight

Floating exchange rates are likely to limit the impact of rising US rates on emerging markets

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