Views & News
An update from the JOHCM UK Equity Income team in a positive month for the Fund, despite the macro headwinds.
An update from the JOHCM UK Equity Income team in a positive month for the Fund, despite the macro headwinds.
Latest reflections from the JOHCM Global Opportunities team.
Five indicators to monitor risk and opportunity from the JOHCM Global Emerging Markets Opportunities team.
An update from the JOHCM UK Dynamic team in a quarter that saw frenzied bid activity for a number of portfolio holdings.
The JOHCM UK Opportunities team discuss four new investments and how each can grow their respective cash flows in four very different markets.
Samir Mehta takes a look at the three cross-currents affecting Chinese technology stocks.
June was an odd month with bond yields under pressure before and after the FOMC meeting despite positive economic data and company commentary.
Ten inflation protection strategies for income investors from the JOHCM Global Income Builder team
Quarantine musings from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
Mark Costar and Vishal Bhatia discuss why the Fund is seeing plenty of M&A activity and describe why they are backing companies that back themselves.
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