Nick Good, Pendal Group CEO, is featured in The Australian Financial Review BOSS Magazine.
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.
Samir Mehta, manager of the JOHCM Asia ex Japan fund, provides an in-depth look at Jubilant Foodworks, the largest holding in his portfolio.
We have seen continued high inflation prints across the world, with volatility in interest rate expectations testing the resolve of central banks...
A monthly portfolio update from the JOHCM UK Dynamic team on the strategic progress made by their portfolio companies.
The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.
The third quarter saw good strategic progress, strong results and interesting M&A activity for the JOHCM UK Dynamic portfolio.
Taking stock: Samir Mehta, manager of the JOHCM Asia ex Japan Fund, takes a look back at markets over the last 18 months.
James Syme, manager of the JOHCM Global Emerging Markets Opportunities fund, takes a look back at how geopolitics have historically impacted stock markets.
Our main theme this quarter is the strong growth in our portfolio companies along with a word on what Emma Raducanu can teach us about process.
James Lowen and Clive Beagles, managers of the JOHCM UK Equity Income Fund, discuss the macro and the micro, from global economics to new portfolio additions.
To mark the 10-year anniversary of the JOHCM Asia ex Japan fund, Senior Fund Manager, Samir Mehta, launches The Armchair Observer.
When rates are low (and probably going up) and spreads are about as skinny as they have ever been, where does a credit investor go to make returns?
What next for China? Samir discusses the regulatory clampdown including two other sectors not yet hit - housing and healthcare.
There has been substantial commentary around the changing regulatory environment in China, but is this overshadowing the economic data?
A monthly portfolio update from the JOHCM UK Dynamic team in a month where the NASDAQ 100 and S&P500 made new all-time highs.
The JOHCM UK Equity Income team discuss the macro and the micro, from economics to portfolio additions.
The UK Dynamic team take a look at a positive month for the Fund in July.
Should we even bother investing in China?
Pandemic policies and the implications for emerging market investors.
An update from the JOHCM UK Equity Income team in a positive month for the Fund, despite the macro headwinds.
Inflation now; deflation later?
Businesses often promote workplace diversity to investors as a key performance driver. But a new report from responsible investing leader Regnan finds diversity strategies mean little without a focus on equity and inclusion.
Latest reflections from the JOHCM Global Opportunities team.
Five indicators to monitor risk and opportunity from the JOHCM Global Emerging Markets Opportunities team.
An update from the JOHCM UK Dynamic team in a quarter that saw frenzied bid activity for a number of portfolio holdings.
The JOHCM UK Opportunities team discuss four new investments and how each can grow their respective cash flows in four very different markets.
Samir Mehta takes a look at the three cross-currents affecting Chinese technology stocks.
June was an odd month with bond yields under pressure before and after the FOMC meeting despite positive economic data and company commentary.
Ten inflation protection strategies for income investors from the JOHCM Global Income Builder team
Quarantine musings from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
Mark Costar and Vishal Bhatia discuss why the Fund is seeing plenty of M&A activity and describe why they are backing companies that back themselves.
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