World Outlook

>World Outlook

Thankfully, there have not been many years like 2022. China is still writhing under Covid lockdowns, while geopolitical tensions, including war in Europe, have driven up energy prices and spread double-digit inflation across much of the world. Looking into 2023, what do investors need to know? Where are the risks and where are the rewards in a new and very different world? 

Our guests: Ben Leyland, senior fund manager on the JOHCM Global Opportunities Fund, and James Syme, senior fund manager on the JOHCM Global Emerging Markets Opportunities Fund.

World Outlook

Podcast

  • World Outlook

    9 December 2022 - 40 minutes

  • James Syme

    Senior Fund Manager

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  • Ben Leyland

    Senior Fund Manager

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Disclaimer

This podcast is for professional investors only. The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views as of date of recording, 09 December 2022, and are subject to change. 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.

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