Views & News
When rates are low (and probably going up) and spreads are about as skinny as they have ever been, where does a credit investor go to make returns?
There has been substantial commentary around the changing regulatory environment in China, but is this overshadowing the economic data?
When rates are low (and probably going up) and spreads are about as skinny as they have ever been, where does a credit investor go to make returns?
There has been substantial commentary around the changing regulatory environment in China, but is this overshadowing the economic data?
What next for China? Samir discusses the regulatory clampdown including two other sectors not yet hit - housing and healthcare.
A monthly portfolio update from the JOHCM UK Dynamic team in a month where the NASDAQ 100 and S&P500 made new all-time highs.
The JOHCM UK Equity Income team discuss the macro and the micro, from economics to portfolio additions.
The UK Dynamic team take a look at a positive month for the Fund in July.
Pandemic policies and the implications for emerging market investors.
An update from the JOHCM UK Equity Income team in a positive month for the Fund, despite the macro headwinds.
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