Views & News

Follow Us on Linked In

A deep dive into UK equities

Rachel Reutter, JOHCM UK Opportunities Fund, on five factors UK equity investors need to look out for in the ‘new normal’.

  • Rachel Reutter
17 Sep 2020

A deep dive into UK equities

Rachel Reutter, JOHCM UK Opportunities Fund, on five factors UK equity investors need to look out for in the ‘new normal’.

10 Sep 2020

Under the Bonnet

Positive stock-specific newsflow: Alex and Tom provide their usual monthly portfolio roundup.

10 Sep 2020

Emerging Markets Spotlight

The Emerging Markets Opportunities team highlight one of their strongest conviction ideas. 

06 Sep 2020

A View from Asia

What is the zeitgeist of today? Are we heading towards a utopian or an Orwellian world?

30 Aug 2020

UK Equity Income Bulletin

Fund Managers James Lowen and Clive Beagles give a Fund update in a more positive month for UK economic data. 

12 Aug 2020

Emerging Markets Spotlight

Observations on some interesting differences between inflation dynamics in major Latin American countries.

11 Aug 2020

Under the Bonnet

An update on the market backdrop and portfolio holdings over July from the JOHCM UK Dynamic team.

09 Aug 2020

A View from Asia

Samir highlights a recent portfolio addition, Manappuram Finance, a gold loan provider in India.

02 Aug 2020

UK Equity Income Bulletin

A portfolio update in what was a difficult and disappointing month for the Fund. 

02 Aug 2020

A spotlight on our small caps

We provide some bottom-up granularity on our small cap exposure.

For a better experience, we recommend viewing this website in landscape orientation.

Webcast

×