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.
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James Syme
Senior Fund Manager
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Ben Leyland
Senior Fund Manager