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Emerging Markets Spotlight

The technology names with a catalyst. James Syme talks portfolio positioning in a tech-heavy world.

  • James Syme
16 Nov 2020

Emerging Markets Spotlight

The technology names with a catalyst. James Syme talks portfolio positioning in a tech-heavy world.

12 Nov 2020

Under the Bonnet

A strong month for the Fund as we saw a marked pick-up in positive newsflow for our holdings. 

09 Nov 2020

A View from Asia

The case for owning certain financials in a post Covid-19 world.

02 Nov 2020

Global Income and Value Dispatch

The rise of tangible capital?

02 Nov 2020

UK Equity Income Bulletin

Better mood music around Brexit and increasing expectations of a Biden victory in the US election helped October's relative performance.

26 Oct 2020

Three years on, five lessons learnt

Three years on from assuming co-leadership of the JOHCM UK Opportunities Fund, Rachel Reutter and Michael Ulrich reflect on five lessons learnt.

15 Oct 2020

Emerging Markets Spotlight

2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts. 

14 Oct 2020

A View from Asia

Samir talks zombie companies, Japanification and where he see opportunities in his latest monthly update. 

11 Oct 2020

Under the Bonnet

A September review - a month of peaking extremes and emerging change for markets. 

05 Oct 2020

Global Value and Income Dispatch

Multiple acts – what’s next for the credit markets?

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