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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.

  • Rachel Reutter
  • Michael Ulrich
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?

04 Oct 2020

Core thoughts

An October update from Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities Fund. 

02 Oct 2020

UK Equity Income Bulletin

“Ignore Chicken Licken pessimists” – Andy Haldane, Bank of England chief economist

30 Sep 2020

Three reasons to look again at Europe

Is it time for investors to look again at European equities?

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.

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