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A View from Asia

In light of the recent universal bullishness, is it time for some caution? 

  • Samir Mehta
11 May 2021

A View from Asia

In light of the recent universal bullishness, is it time for some caution? 

03 May 2021

UK Equity Income Bulletin

Clive and James discuss the macro and the micro, from global economics to new portfolio additions and whether the ‘vaccine value rally’ can conti...

27 Apr 2021

Emerging Markets Spotlight

With Covid-19 case numbers rising rapidly, James Syme reviews the portfolio's Indian exposure. 

13 Apr 2021

Core thoughts

In their latest update, Rachel Reutter and Michael Ulrich focus on four topics that have been dominating their thoughts and actions over the last quarter.

13 Apr 2021

Under the Bonnet

Alex and Tom provide an update on a strong quarter for the portfolio as operating performance and share price momentum continued to build.  

12 Apr 2021

A View from Asia

The current debate on incipient inflation is the elephant in the room. Samir Mehta provides his thoughts. 

06 Apr 2021

Global Value and Income Dispatch

10 things we are thinking about for the rate regime that may lie ahead.

30 Mar 2021

UK Equity Income Bulletin

James and Clive on why the shift in stock market leadership towards 'value' has much further to run.

30 Mar 2021

Europe one year on...

A look at the investment landscape in Europe and the key areas where we are finding opportunities. 

23 Mar 2021

Emerging Markets Spotlight

A top-down look at Brazil from the JOHCM Global Emerging Markets Opportunities team.

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