View from Asia
War in Europe. Lockdowns in China. Higher commodity prices pushing up inflation. Focus on value and patience should pay.
Emerging Markets Spotlight
Rising commodity prices will have a powerful impact on emerging markets, for exporters and for those that import and subsidise the 'Three Fs', food, fuel and fertiliser
UK Equity Income Bulletin
Latest comments from our UK equity income fund managers
Forgotten Middle
JOHCM Global Opportunities Fund - Remembering the "Forgotten Middle"
Emerging Markets Spotlight
James Syme and the Emerging Markets Opportunities team look at the new chapter Russia is writing in emerging equity markets
Statement on Russia’s invasion of Ukraine
JOHCM's statement on events in Ukraine
January review: shift to value
Comments from Chris Lees, Senior Fund Manager of the JOHCM Global Select Fund.
Extinction? Rebelled.
Alex Savvides discusses the rapid changes now going on in the world of UK investing.
Emerging Markets Spotlight
James Syme and the Emerging Markets Opportunities team highlight the hidden export strengths of two of their favourite markets, India and Mexico
Europe comes to the fore
Paul Wild, manager of the JOHCM Continental European Fund, on Europe's improving macro picture and how he is positioned to benefit.
UK Equity Income Bulletin
The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.
Emerging Markets Spotlight
James Syme takes a look at recent commodity price moves and describes how the portfolio is positioned to benefit.
A View from Asia
A look ahead: a short note from Samir Mehta, manager of the JOHCM Asia ex Japan fund.
What is the best performing market in 2022?
Latest comments from our UK equities fund managers
Under the Bonnet
A quarterly update from the UK Dynamic team on the macro environment, portfolio performance and outlook.
Market liposuction
As we exit the extended lockdown period of stimulus super-binge, 2022 is likely to bring a dose of central bank liposuction treatment...
UK Equity Income Bulletin
The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.
The land of smiles no more
With Covid-19 cases rising Samir’s latest Armchair Observer focuses on the impact of the pandemic on Thailand.
Performance Fee Notification to Shareholders
The way we calculate performance fees is changing. Check our Q&A for further details.
Emerging Markets Spotlight
The opportunity within emerging markets is more compelling than the opportunity of emerging markets.
Under the Bonnet
A monthly portfolio update from the JOHCM UK Dynamic team on the strategic progress made by their portfolio companies.
Regnan Sustainable Water and Waste Fund made available to Europe
Regnan and J O Hambro Capital Management Limited (JOHCM) announce the launch of an offshore vehicle for the Regnan Sustainable Water and Waste Fund.
A View from Asia
Portfolio management during uncertain times: JOHCM Asia ex Japan fund manager, Samir Mehta, outlines his strategy
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.
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...
