Views & News
The technology names with a catalyst. James Syme talks portfolio positioning in a tech-heavy world.
The technology names with a catalyst. James Syme talks portfolio positioning in a tech-heavy world.
A strong month for the Fund as we saw a marked pick-up in positive newsflow for our holdings.
The case for owning certain financials in a post Covid-19 world.
Better mood music around Brexit and increasing expectations of a Biden victory in the US election helped October's relative performance.
Three years on from assuming co-leadership of the JOHCM UK Opportunities Fund, Rachel Reutter and Michael Ulrich reflect on five lessons learnt.
2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts.
Samir talks zombie companies, Japanification and where he see opportunities in his latest monthly update.
A September review - a month of peaking extremes and emerging change for markets.
Multiple acts – what’s next for the credit markets?
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