UK Equity Income Bulletin
A portfolio update from James and Clive in a month which saw a brief value rally.
Europe three months on – a steadier ship
The JOHCM Continental European Fund team point to signs of encouragement in European markets and economies.
The Value Puzzle
James and Clive break the portfolio down into its sector pieces, highlighting the tremendous value across the Fund.
Emerging Markets Spotlight
The US hegemon versus the Chinese challenger: echoes of history
A View from Asia
Meituan Dianping: the Chinese food delivery service that holds lessons for companies overseas.
Under the Bonnet
The last week of the month saw the first signs of an unwind in excessively bearish analyst and investor sentiment.
UK Equity Income Bulletin
James Lowen and Clive Beagles review their fund’s performance in May, a month which saw the recovery in global stock markets continue.
Positioned for recovery
An update from James and Clive on the Fund's recent performance and their current positioning.
Emerging Markets Spotlight
Emerging markets to avoid: the JOHCM Global Emerging Markets Opportunities team provide their top down analysis.
Under the Bonnet
Alex and Tom provide a portfolio update in a month where equity markets retraced some of their previous month’s losses.
A View from Asia
Samir's thoughts on the three stages of the pandemic and the companies benefiting.
UK Equity Income Bulletin
The latest Bulletin from James and Clive with a comprehensive Fund dividend update.
Assessment of Value Report
The Board of JOHCM Funds (UK) Limited has conducted an annual Assessment of Value of our four UK-domiciled funds to review whether the funds are providing value for our investors.
Under the Bonnet
An update from the JOHCM UK Dynamic team in a month when investors had to contend with unprecedented conditions.
Management behaving better
Rachel Reutter and Michael Ulrich, co-managers of the JOHCM UK Opportunities Fund, welcome an end to the years of companies as cash machines.
Global Value and Income Dispatch
Q1 review: In the midst of chaos, there is also opportunity.
Emerging Markets Spotlight
We previously wrote that "banks generally carry a triple threat in this environment". We now update that to four threats.
A View from Asia
Its not all doom and gloom: the latest thinking from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
Time to adapt
The very latest thinking and portfolio changes from the JOHCM UK Opportunities team.
UK Equity Income Bulletin
An update from James and Clive in a dramatic month which saw one of the fastest stock market falls in history.
Matters of state: our very latest views on EM
James Syme provides the team’s signature top-down analysis of emerging markets and the risks and opportunities, country-by-country.
Not on the ground in Japan
Observations from the study, rather than on the ground in Japan, from the JOHCM Japan team.
Global Value and Income Dispatch
Stranger things - what's happening in the investment grade corporate debt market?
The world has changed
Paul Wild, manager of the JOHCM Continental European Fund, gives his take on the Coronavirus-driven sell-off.
Nobody knows
Samir Mehta, manager of the JOHCM Asia ex Japan Fund, provides his latest thinking on the coronavirus-driven market turbulence.
JOHCM UK Equity Income: Mind the Gap 3
Coronavirus, oil, Fund dividend and value vs. growth redux - an update from James Lowen and Clive Beagles.
Think like a scientist - but which one and when?
Updated probability-based scenario analysis from the JOHCM Global Select team
Coronavirus - message from our CEO and Q&A
Our response to the Coronavirus pandemic and the associated market sell-off.
Global Income and Value Dispatch
Why worried investors shouldn’t be like Alice in Wonderland
Be calm, considered and patient
A letter from the JOHCM UK Opportunities team in light of the coronavirus-driven sell-off.
JOHCM UK Dynamic Fund: thoughts on the coronavirus
Despite the current gloom, we are encouraged by the number of our holdings that have issued positive strategic or financial updates in recent weeks.
Under the Bonnet
The JOHCM UK Dynamic team provide their usual monthly portfolio update in a month where markets fell sharply on coronavirus fears.
Global Value and Income Dispatch
Falling knives, iron gloves and The Shawshank Redemption: thoughts on the coronavirus from the JOHCM Multi-Asset Value team.
A View from Asia
A spurt of Covid-19 cases has materially changed the economic outlook across the world. Samir Mehta gives his take.
Coronavirus: indiscriminate selling makes for opportunity
Thoughts on the coronavirus and the subsequent market correction from the JOHCM Global Select Fund team.
UK Equity Income Bulletin
In a month where markets sold off sharply, Clive and James provide their usual portfolio review and their thoughts on the coronavirus.
On the Ground in Japan
Corporate Japan is changing. The JOHCM Japan Fund team on how Japan is going for gold and good governance.
A View from Asia
Observations on the coronavirus from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
Global Value and Income Dispatch
The JOHCM Global Income Builder team review the final quarter of 2019 and provide their thoughts for the year ahead.
Emerging Markets Spotlight
Shorter-term economic data sources and their usuefulness in navigating the impacts of the coronavirus spread in China.
Under the Bonnet
The outbreak of the coronavirus reversed initial market gains in January. Alex and Tom take a look at the impacts for the portfolio.
UK Equity Income Bulletin
The coronavirus outbreak and downbeat commentary from Bank of England officials made for a challenging month for UK equity markets.
Emerging markets and the dollar: why not to be bearish on EM for too long
Many investors have assumed that dollar strength is the new normal, but pressure on the dollar is building. And when the dollar does roll over, the history of EM equities suggests the asset class could deliver very strong returns.
Emerging Markets Spotlight
"China is a source of opportunities rather than an opportunity in and of itself." - James Syme provides his latest monthly update.
Under the Bonnet
Alex Savvides and Tom Matthews round off a year of outperformance with their usual portfolio update.