UK Equity Income Bulletin
Ongoing lockdowns and the risk of new variants of Covid-19 held the market back in January.
Core thoughts
Three topics that have been dominating the thoughts and actions of the JOHCM UK Opportunities team over the last quarter.
Emerging Markets Spotlight
James Syme on why the team are reducing their exposure to Chinese equities.
A View from Asia
A review of 2020 and a look at the opportunities that lie ahead.
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.
Thoughts on inflation
A question that appears to be on many minds: will inflation return? The JOHCM Global Opportunities team provide their thoughts.
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.
JOHCM's preparations for Brexit
How has J O Hambro Capital Management (JOHCM) prepared for Brexit?
Emerging Markets Spotlight
Looking for signs as to which economies (and, potentially, markets) are in the best positions to recover.
Under the Bonnet
An update from the JOHCM UK Dynamic team in a month of record-breaking rallies in equity markets.
A View from Asia
Samir's take on the suspension of Ant Financial's highly anticipated IPO.
UK Equity Income Bulletin
Vaccine developments allowed investors to look through the 2020 earnings disruption to the potential recovery.
Emerging Markets Spotlight
The technology names with a catalyst. James Syme talks portfolio positioning in a tech-heavy world.
Under the Bonnet
A strong month for the Fund as we saw a marked pick-up in positive newsflow for our holdings.
A View from Asia
The case for owning certain financials in a post Covid-19 world.
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.
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.
Emerging Markets Spotlight
2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts.
A View from Asia
Samir talks zombie companies, Japanification and where he see opportunities in his latest monthly update.
Under the Bonnet
A September review - a month of peaking extremes and emerging change for markets.
Global Value and Income Dispatch
Multiple acts – what’s next for the credit markets?
Core thoughts
An October update from Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities Fund.
UK Equity Income Bulletin
“Ignore Chicken Licken pessimists” – Andy Haldane, Bank of England chief economist
Three reasons to look again at Europe
Is it time for investors to look again at European equities?
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’.
