In their latest update, Rachel Reutter and Michael Ulrich focus on four topics that have been dominating their thoughts and actions over the last quarter.
Alex and Tom provide an update on a strong quarter for the portfolio as operating performance and share price momentum continued to build.
The current debate on incipient inflation is the elephant in the room. Samir Mehta provides his thoughts.
10 things we are thinking about for the rate regime that may lie ahead.
James and Clive on why the shift in stock market leadership towards 'value' has much further to run.
A look at the investment landscape in Europe and the key areas where we are finding opportunities.
A top-down look at Brazil from the JOHCM Global Emerging Markets Opportunities team.
Investor confidence grew in February as Covid-19 vaccination roll-outs accelerated. Alex and Tom provide a portfolio update.
Markets have changed dramatically; we have democratised access to trading across age groups and income levels. Samir looks at the ramifications
James and Clive's latest portfolio review covering February, a month which saw a sharp rise in government bond yields.
James Syme takes a look at the higher-beta emerging markets and gives his thoughts on where the opportunities lie.
This is a liquidity-driven bull market which central banks might not derail. However, could this wild exuberance lead to a financial accident?
Equity markets were broadly unchanged in January as exuberance over Covid-19 vaccine roll-outs was tempered by concerns for reduced efficacy.
Ongoing lockdowns and the risk of new variants of Covid-19 held the market back in January.
Three topics that have been dominating the thoughts and actions of the JOHCM UK Opportunities team over the last quarter.
Reflections on 2020 from the JOHCM UK Dynamic team.
James Syme on why the team are reducing their exposure to Chinese equities.
A review of 2020 and a look at the opportunities that lie ahead.
Rising Covid-19 infection rates and Brexit headlines created volatile market dynamics in December. James and Clive provide their latest thoughts.
A question that appears to be on many minds: will inflation return? The JOHCM Global Opportunities team provide their thoughts.
How has J O Hambro Capital Management (JOHCM) prepared for Brexit?
We asked a number of our managers for their thoughts on the outlook for their asset class next year, what they would like to see and the possible surprises.
Looking for signs as to which economies (and, potentially, markets) are in the best positions to recover.
An update from the JOHCM UK Dynamic team in a month of record-breaking rallies in equity markets.
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.
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