War in Europe. Lockdowns in China. Higher commodity prices pushing up inflation. Focus on value and patience should pay.
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
Latest comments from our UK equity income fund managers
JOHCM Global Opportunities Fund - Remembering the "Forgotten Middle"
James Syme and the Emerging Markets Opportunities team look at the new chapter Russia is writing in emerging equity markets
JOHCM's statement on events in Ukraine
Comments from Chris Lees, Senior Fund Manager of the JOHCM Global Select Fund.
Alex Savvides discusses the rapid changes now going on in the world of UK investing.
James Syme and the Emerging Markets Opportunities team highlight the hidden export strengths of two of their favourite markets, India and Mexico
Paul Wild, manager of the JOHCM Continental European Fund, on Europe's improving macro picture and how he is positioned to benefit.
The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.
James Syme takes a look at recent commodity price moves and describes how the portfolio is positioned to benefit.
A look ahead: a short note from Samir Mehta, manager of the JOHCM Asia ex Japan fund.
Latest comments from our UK equities fund managers
A quarterly update from the UK Dynamic team on the macro environment, portfolio performance and outlook.
As we exit the extended lockdown period of stimulus super-binge, 2022 is likely to bring a dose of central bank liposuction treatment...
The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.
With Covid-19 cases rising Samir’s latest Armchair Observer focuses on the impact of the pandemic on Thailand.
The way we calculate performance fees is changing. Check our Q&A for further details.
The opportunity within emerging markets is more compelling than the opportunity of emerging markets.
A monthly portfolio update from the JOHCM UK Dynamic team on the strategic progress made by their portfolio companies.
Regnan and J O Hambro Capital Management Limited (JOHCM) announce the launch of an offshore vehicle for the Regnan Sustainable Water and Waste Fund.
Portfolio management during uncertain times: JOHCM Asia ex Japan fund manager, Samir Mehta, outlines his strategy
"Rarely, if ever, have the relative attractions of the UK and our Fund been brighter than this..." - James and Clive provide an update.
I too could not resist it. Every single friend of mine urged me to watch Squid Game and finally I gave in...
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