JOHCM Global Select Fund Q1 2020 update
Christopher Lees, manager of the JOHCM Global Select Fund, reviews the performance, portfolio activity and current positioning of the Fund after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off.

7 April 2020

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Time to adapt
The very latest thinking and portfolio changes from the JOHCM UK Opportunities team.

2 April 2020

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JOHCM UK Dynamic Fund: Savvides takes stock
Alex Savvides discusses current market conditions, Fund performance, liquidity, capital allocation and gives his outlook for the Fund and the wider market.

25 March 2020 | 33 mins

  • Manager
JOHCM UK Equity Income Fund: making sense of the markets
James Lowen and Clive Beagles will discuss current market conditions, the team’s sector focus and recent portfolio changes

26 Mar 2020 | 54 mins

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  • Manager
Not on the ground in Japan
Observations from the study, rather than on the ground in Japan, from the JOHCM Japan team. 

26 March 2020

  • Manager
  • Manager
Matters of state: our very latest views on EM
James Syme provides the team’s signature top-down analysis of emerging markets and the risks and opportunities, country-by-country.  

25 March 2020

  • Manager
  • Manager
Global Value and Income Dispatch
Stranger things - what's happening in the investment grade corporate debt market?

25 March 2020

  • Manager
The world has changed
Paul Wild, manager of the JOHCM Continental European Fund, gives his take on the Coronavirus-driven sell-off.

23 March 2020

  • Manager
Nobody knows
Samir Mehta, manager of the JOHCM Asia ex Japan Fund, provides his latest thinking on the coronavirus-driven market turbulence.

21 March 2020

  • Manager
Think like a scientist - but which one and when?
Updated probability-based scenario analysis from the JOHCM Global Select team

17 March 2020

  • Manager
  • Manager
JOHCM UK Equity Income: Mind the Gap 3
Coronavirus, oil, Fund dividend and value vs. growth redux - an update from James Lowen and Clive Beagles.

17 March 2020

  • Manager
  • Manager
Be calm, considered and patient
A letter from the JOHCM UK Opportunities team in light of the coronavirus-driven sell-off.

13 March 2020

  • Manager
  • Manager
Global Income and Value Dispatch
Why worried investors shouldn’t be like Alice in Wonderland

13 March 2020

  • Manager
Thoughts on recent fund performance and the coronavirus-driven market sell-off
Despite the current gloom, we are encouraged by the number of our holdings that have issued positive strategic or financial updates in recent weeks.

12 March 2020

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

5 March 2020

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