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Global Income and Value Dispatch

Why worried investors shouldn’t be like Alice in Wonderland

  • Adam Gittes
17 Mar 2020
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View PDF   Download PDF  

Worried investors should avoid being like Alice in Wonderland. Instead, have a plan! Stick to your investment process and revisit your shopping list.

So says Lale Topcuoglu, Head of Credit at J O Hambro Capital Management (JOHCM) and Senior Fund Manager on the JOHCM Global Income Builder Fund. Read Lale’s thoughts on whether current turbulent markets are the 2008 Global Financial Crisis redux and where the stresses are in the global fixed income markets.
 

Disclaimer

The views expressed are those of the portfolio manager as of March 16, 2020, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
 

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