13 Apr 2021

Core thoughts

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.

13 Apr 2021

Under the Bonnet

Alex and Tom provide an update on a strong quarter for the portfolio as operating performance and share price momentum continued to build.  

12 Apr 2021

A View from Asia

The current debate on incipient inflation is the elephant in the room. Samir Mehta provides his thoughts. 

06 Apr 2021

Global Value and Income Dispatch

10 things we are thinking about for the rate regime that may lie ahead.

30 Mar 2021

UK Equity Income Bulletin

James and Clive on why the shift in stock market leadership towards 'value' has much further to run.

30 Mar 2021

Europe one year on...

A look at the investment landscape in Europe and the key areas where we are finding opportunities. 

23 Mar 2021

Emerging Markets Spotlight

A top-down look at Brazil from the JOHCM Global Emerging Markets Opportunities team.

15 Mar 2021

Under the Bonnet

Investor confidence grew in February as Covid-19 vaccination roll-outs accelerated. Alex and Tom provide a portfolio update. 

11 Mar 2021

A View from Asia

Markets have changed dramatically; we have democratised access to trading across age groups and income levels. Samir looks at the ramifications 

01 Mar 2021

UK Equity Income Bulletin

James and Clive's latest portfolio review covering February, a month which saw a sharp rise in government bond yields.

19 Feb 2021

Emerging Markets Spotlight

James Syme takes a look at the higher-beta emerging markets and gives his thoughts on where the opportunities lie.    

12 Feb 2021

A View from Asia

This is a liquidity-driven bull market which central banks might not derail. However, could this wild exuberance lead to a financial accident?

11 Feb 2021

Under the Bonnet

Equity markets were broadly unchanged in January as exuberance over Covid-19 vaccine roll-outs was tempered by concerns for reduced efficacy.

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

JOHCM's preparations for Brexit

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

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.

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. 

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