Views & News

Rachel Reutter, JOHCM UK Opportunities Fund, on five factors UK equity investors need to look out for in the ‘new normal’.

Positive stock-specific newsflow: Alex and Tom provide their usual monthly portfolio roundup.

The Emerging Markets Opportunities team highlight one of their strongest conviction ideas. 

What is the zeitgeist of today? Are we heading towards a utopian or an Orwellian world?

Fund Managers James Lowen and Clive Beagles give a Fund update in a more positive month for UK economic data. 

Observations on some interesting differences between inflation dynamics in major Latin American countries.

An update on the market backdrop and portfolio holdings over July from the JOHCM UK Dynamic team.

Samir highlights a recent portfolio addition, Manappuram Finance, a gold loan provider in India.

A portfolio update in what was a difficult and disappointing month for the Fund. 

We provide some bottom-up granularity on our small cap exposure.