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UK Equity Income Bulletin

"Rarely, if ever, have the relative attractions of the UK and our Fund been brighter than this..." - James and Clive provide an update. 

  • James Lowen
  • Clive Beagles
01 Dec 2021

UK Equity Income Bulletin

"Rarely, if ever, have the relative attractions of the UK and our Fund been brighter than this..." - James and Clive provide an update. 

30 Nov 2021

The Armchair Observer

I too could not resist it. Every single friend of mine urged me to watch Squid Game and finally I gave in...

23 Nov 2021

CEO Profile: Fast Mover Who Bets on Himself

Nick Good, Pendal Group CEO, is featured in The Australian Financial Review BOSS Magazine.

19 Nov 2021

Opportunities in an unloved market

Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities fund, discuss how the drivers of growth are changing in the UK’s favour.

18 Nov 2021

A View from Asia

Samir Mehta, manager of the JOHCM Asia ex Japan fund, provides an in-depth look at Jubilant Foodworks, the largest holding in his portfolio.

18 Nov 2021

Emerging Markets Spotlight

We have seen continued high inflation prints across the world, with volatility in interest rate expectations testing the resolve of central banks...

12 Nov 2021

Under the Bonnet

A monthly portfolio update from the JOHCM UK Dynamic team on the strategic progress made by their portfolio companies. 

01 Nov 2021

UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.

19 Oct 2021

Under the Bonnet

The third quarter saw good strategic progress, strong results and interesting M&A activity for the JOHCM UK Dynamic portfolio.

12 Oct 2021

A View from Asia

Taking stock: Samir Mehta, manager of the JOHCM Asia ex Japan Fund, takes a look back at markets over the last 18 months.

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