A View from Asia
Samir's take on the suspension of Ant Financial's highly anticipated IPO.
UK Equity Income Bulletin
Vaccine developments allowed investors to look through the 2020 earnings disruption to the potential recovery.
Emerging Markets Spotlight
The technology names with a catalyst. James Syme talks portfolio positioning in a tech-heavy world.
Under the Bonnet
A strong month for the Fund as we saw a marked pick-up in positive newsflow for our holdings.
A View from Asia
The case for owning certain financials in a post Covid-19 world.
UK Equity Income Bulletin
Better mood music around Brexit and increasing expectations of a Biden victory in the US election helped October's relative performance.
Three years on, five lessons learnt
Three years on from assuming co-leadership of the JOHCM UK Opportunities Fund, Rachel Reutter and Michael Ulrich reflect on five lessons learnt.
Emerging Markets Spotlight
2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts.
A View from Asia
Samir talks zombie companies, Japanification and where he see opportunities in his latest monthly update.
Under the Bonnet
A September review - a month of peaking extremes and emerging change for markets.
Global Value and Income Dispatch
Multiple acts – what’s next for the credit markets?
Core thoughts
An October update from Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities Fund.
UK Equity Income Bulletin
“Ignore Chicken Licken pessimists” – Andy Haldane, Bank of England chief economist
Three reasons to look again at Europe
Is it time for investors to look again at European equities?
A deep dive into UK equities
Rachel Reutter, JOHCM UK Opportunities Fund, on five factors UK equity investors need to look out for in the ‘new normal’.
Under the Bonnet
Positive stock-specific newsflow: Alex and Tom provide their usual monthly portfolio roundup.
Emerging Markets Spotlight
The Emerging Markets Opportunities team highlight one of their strongest conviction ideas.
A View from Asia
What is the zeitgeist of today? Are we heading towards a utopian or an Orwellian world?
UK Equity Income Bulletin
Fund Managers James Lowen and Clive Beagles give a Fund update in a more positive month for UK economic data.
Emerging Markets Spotlight
Observations on some interesting differences between inflation dynamics in major Latin American countries.
Under the Bonnet
An update on the market backdrop and portfolio holdings over July from the JOHCM UK Dynamic team.
A View from Asia
Samir highlights a recent portfolio addition, Manappuram Finance, a gold loan provider in India.
UK Equity Income Bulletin
A portfolio update in what was a difficult and disappointing month for the Fund.
A spotlight on our small caps
We provide some bottom-up granularity on our small cap exposure.
Emerging Markets Spotlight
A top-down look at the countries the JOHCM Global Emerging Markets Opportunities team are avoiding.
A View from Asia
Observations, insights and a look to the future from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
Under the Bonnet
A roundup of portfolio newsflow covering June from Alex Savvides, manager of the JOHCM UK Dynamic Fund.
JOHCM UK Equity Income Fund Dividend Update
Latest guidance on the Fund dividend from James Lowen and Clive Beagles.
UK Equity Income Bulletin
A portfolio update from James and Clive in a month which saw a brief value rally.
