News

Back

Global Value and Income Dispatch

Falling knives, iron gloves and The Shawshank Redemption: thoughts on the coronavirus from the JOHCM Multi-Asset Value team. 

  • Giorgio Caputo
  • Robert Hordon
  • Lale Topcuoglu
05 Mar 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • The shocks from Covid-19 have rippled across a broad swathe of industries and could materially dent global economic growth. 
     
  • The travel industry has been hard hit; while caution is certainly warranted here, we have found some high-quality platform businesses in and around the industry's supply chain. 
     
  • If the virus spreads broadly, travel may begin to normalise more quickly than people expect. 

Disclaimer

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

For a better experience, we recommend viewing this website in landscape orientation.

Webcast

×