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Global Value and Income Dispatch

The JOHCM Global Income Builder team review the final quarter of 2019 and provide their thoughts for the year ahead.

  • Giorgio Caputo
  • Robert Hordon
  • Lale Topcuoglu
13 Feb 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • With the equity markets reaching new heights and credit spreads tightening, Q4 found us net sellers of risk assets, both equity and credit alike.
  • The JOHCM Global Income Builder team review the final quarter of 2019 and provide their thoughts for the year ahead.
     

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For professional investors only. This document should not be circulated to retail clients. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. Telephone calls may be recorded. Issued and approved in the UK by J O Hambro Capital Management Limited (registered in England No. 2176004), which is authorised and regulated by the Financial Conduct Authority. Registered address: Level 3, 1 St James's Market, London SW1Y 4AH. J O Hambro is a registered trademark owned by and used under licence from Barnham Broom Holdings Limited. JOHCM® is owned by J O Hambro Capital Management Limited.www.johcm.com

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