The very latest thinking and portfolio changes from the JOHCM UK Opportunities team.
An update from James and Clive in a dramatic month which saw one of the fastest stock market falls in history.
James Syme provides the team’s signature top-down analysis of emerging markets and the risks and opportunities, country-by-country.
Observations from the study, rather than on the ground in Japan, from the JOHCM Japan team.
Stranger things - what's happening in the investment grade corporate debt market?
Paul Wild, manager of the JOHCM Continental European Fund, gives his take on the Coronavirus-driven sell-off.
Samir Mehta, manager of the JOHCM Asia ex Japan Fund, provides his latest thinking on the coronavirus-driven market turbulence.
Coronavirus, oil, Fund dividend and value vs. growth redux - an update from James Lowen and Clive Beagles.
Updated probability-based scenario analysis from the JOHCM Global Select team
Our response to the Coronavirus pandemic and the associated market sell-off.
Why worried investors shouldn’t be like Alice in Wonderland
A letter from the JOHCM UK Opportunities team in light of the coronavirus-driven sell-off.
Despite the current gloom, we are encouraged by the number of our holdings that have issued positive strategic or financial updates in recent weeks.
What does Covid-19 mean for emerging markets?
The JOHCM UK Dynamic team provide their usual monthly portfolio update in a month where markets fell sharply on coronavirus fears.
Falling knives, iron gloves and The Shawshank Redemption: thoughts on the coronavirus from the JOHCM Multi-Asset Value team.
A spurt of Covid-19 cases has materially changed the economic outlook across the world. Samir Mehta gives his take.
Thoughts on the coronavirus and the subsequent market correction from the JOHCM Global Select Fund team.
In a month where markets sold off sharply, Clive and James provide their usual portfolio review and their thoughts on the coronavirus.
Corporate Japan is changing. The JOHCM Japan Fund team on how Japan is going for gold and good governance.
Observations on the coronavirus from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
The JOHCM Global Income Builder team review the final quarter of 2019 and provide their thoughts for the year ahead.
Shorter-term economic data sources and their usuefulness in navigating the impacts of the coronavirus spread in China.
The outbreak of the coronavirus reversed initial market gains in January. Alex and Tom take a look at the impacts for the portfolio.
The coronavirus outbreak and downbeat commentary from Bank of England officials made for a challenging month for UK equity markets.
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.
"China is a source of opportunities rather than an opportunity in and of itself." - James Syme provides his latest monthly update.
Alex Savvides and Tom Matthews round off a year of outperformance with their usual portfolio update.
Three phrases to sum up the investment landscape: Samir Mehta, JOHCM Asia ex Japan Fund, reviews the last decade.
James Lowen and Clive Beagles round off the year with their usual monthly bulletin.
James Syme takes a look at portfolio positioning and explains the reported skew in market cap and beta.
Free from a house view on economies, markets or stocks, a selection of JOHCM’s fund managers provide their outlooks for 2020.
Investors picking between value and growth styles are choosing different ways to lose money.
Don't pay too much attention to the default rate. It's rating migration that matters.
Taiwan Semiconductor - why we've increased our portfolio weighting
Alex Savvides and Tom Matthews provide a strategy update for November.
Outperformance in November was driven by positive developments among several of our small caps. James and Clive provide an update.
Bifurcation and what the averages dont tell you...
Improving US dollar liquidity and a weaker dollar have the potential to drive very strong economic uplift and equity market returns in EMs.
The JOHCM UK Dynamic team provide their usual monthly update in what was an extremely busy month for portfolio news flow.
Are we becoming permanently addicted to central banks' liquidity injections?
How has J O Hambro Capital Management (JOHCM) prepared for Brexit?
Positive Brexit developments and the consequent move in sterling drove a continuation of the market mix change in October, aiding the Fund's performance.
Turning more positive on Turkey: James Syme, JOHCM Global Emerging Markets Opportunities, explains his optimism.
India: our favourite market. James Syme, takes a deep dive into the portfolio’s Indian stocks & reviews recent pressures in the Indian financial system
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