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.
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.
A View from Asia
The current debate on incipient inflation is the elephant in the room. Samir Mehta provides his thoughts.
Global Value and Income Dispatch
10 things we are thinking about for the rate regime that may lie ahead.
UK Equity Income Bulletin
James and Clive on why the shift in stock market leadership towards 'value' has much further to run.
Europe one year on...
A look at the investment landscape in Europe and the key areas where we are finding opportunities.
Emerging Markets Spotlight
A top-down look at Brazil from the JOHCM Global Emerging Markets Opportunities team.
Under the Bonnet
Investor confidence grew in February as Covid-19 vaccination roll-outs accelerated. Alex and Tom provide a portfolio update.
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
UK Equity Income Bulletin
James and Clive's latest portfolio review covering February, a month which saw a sharp rise in government bond yields.
Emerging Markets Spotlight
James Syme takes a look at the higher-beta emerging markets and gives his thoughts on where the opportunities lie.
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?
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.
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.
JOHCM's preparations for Brexit
How has J O Hambro Capital Management (JOHCM) prepared for Brexit?
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.
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.
