01 Feb 2021

UK Equity Income Bulletin

Ongoing lockdowns and the risk of new variants of Covid-19 held the market back in January. 

22 Jan 2021

Core thoughts

Three topics that have been dominating the thoughts and actions of the JOHCM UK Opportunities team over the last quarter.

20 Jan 2021

Under the Bonnet

Reflections on 2020 from the JOHCM UK Dynamic team.

18 Jan 2021

Emerging Markets Spotlight

James Syme on why the team are reducing their exposure to Chinese equities. 

11 Jan 2021

A View from Asia

A review of 2020 and a look at the opportunities that lie ahead.

04 Jan 2021

UK Equity Income Bulletin

Rising Covid-19 infection rates and Brexit headlines created volatile market dynamics in December. James and Clive provide their latest thoughts. 

21 Dec 2020

Thoughts on inflation

A question that appears to be on many minds: will inflation return? The JOHCM Global Opportunities team provide their thoughts.

21 Dec 2020

2021 Outlook

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.

21 Dec 2020

JOHCM's preparations for Brexit

How has J O Hambro Capital Management (JOHCM) prepared for Brexit?

16 Dec 2020

Emerging Markets Spotlight

Looking for signs as to which economies (and, potentially, markets) are in the best positions to recover.

15 Dec 2020

Under the Bonnet

An update from the JOHCM UK Dynamic team in a month of record-breaking rallies in equity markets.

08 Dec 2020

A View from Asia

Samir's take on the suspension of Ant Financial's highly anticipated IPO.

01 Dec 2020

UK Equity Income Bulletin

Vaccine developments allowed investors to look through the 2020 earnings disruption to the potential recovery. 

16 Nov 2020

Emerging Markets Spotlight

The technology names with a catalyst. James Syme talks portfolio positioning in a tech-heavy world.

12 Nov 2020

Under the Bonnet

A strong month for the Fund as we saw a marked pick-up in positive newsflow for our holdings. 

09 Nov 2020

A View from Asia

The case for owning certain financials in a post Covid-19 world.

02 Nov 2020

Global Value and Income Dispatch

The rise of tangible capital?

02 Nov 2020

UK Equity Income Bulletin

Better mood music around Brexit and increasing expectations of a Biden victory in the US election helped October's relative performance.

26 Oct 2020

Three years on, five lessons learnt

Three years on from assuming co-leadership of the JOHCM UK Opportunities Fund, Rachel Reutter and Michael Ulrich reflect on five lessons learnt.

15 Oct 2020

Emerging Markets Spotlight

2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts. 

14 Oct 2020

A View from Asia

Samir talks zombie companies, Japanification and where he see opportunities in his latest monthly update. 

11 Oct 2020

Under the Bonnet

A September review - a month of peaking extremes and emerging change for markets. 

05 Oct 2020

Global Value and Income Dispatch

Multiple acts – what’s next for the credit markets?

04 Oct 2020

Core thoughts

An October update from Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities Fund. 

02 Oct 2020

UK Equity Income Bulletin

“Ignore Chicken Licken pessimists” – Andy Haldane, Bank of England chief economist

30 Sep 2020

Three reasons to look again at Europe

Is it time for investors to look again at European equities?

17 Sep 2020

A deep dive into UK equities

Rachel Reutter, JOHCM UK Opportunities Fund, on five factors UK equity investors need to look out for in the ‘new normal’.

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