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Core thoughts

Three topics that have been dominating the thoughts and actions of the JOHCM UK Opportunities team over the last quarter.

  • Rachel Reutter
  • Michael Ulrich
22 Jan 2021

Core thoughts

Three topics that have been dominating the thoughts and actions of the JOHCM UK Opportunities team over the last quarter.

20 Jan 2021

Under the Bonnet

Reflections on 2020 from the JOHCM UK Dynamic team.

18 Jan 2021

Emerging Markets Spotlight

James Syme on why the team are reducing their exposure to Chinese equities. 

11 Jan 2021

A View from Asia

A review of 2020 and a look at the opportunities that lie ahead.

04 Jan 2021

UK Equity Income Bulletin

Rising Covid-19 infection rates and Brexit headlines created volatile market dynamics in December. James and Clive provide their latest thoughts. 

21 Dec 2020

Thoughts on inflation

A question that appears to be on many minds: will inflation return? The JOHCM Global Opportunities team provide their thoughts.

21 Dec 2020

2021 Outlook

We asked a number of our managers for their thoughts on the outlook for their asset class next year, what they would like to see and the possible surprises.

21 Dec 2020

JOHCM's preparations for Brexit

How has J O Hambro Capital Management (JOHCM) prepared for Brexit?

16 Dec 2020

Emerging Markets Spotlight

Looking for signs as to which economies (and, potentially, markets) are in the best positions to recover.

15 Dec 2020

Under the Bonnet

An update from the JOHCM UK Dynamic team in a month of record-breaking rallies in equity markets.

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