Ongoing lockdowns and the risk of new variants of Covid-19 held the market back in January.
Three topics that have been dominating the thoughts and actions of the JOHCM UK Opportunities team over the last quarter.
Reflections on 2020 from the JOHCM UK Dynamic team.
James Syme on why the team are reducing their exposure to Chinese equities.
A review of 2020 and a look at the opportunities that lie ahead.
Rising Covid-19 infection rates and Brexit headlines created volatile market dynamics in December. James and Clive provide their latest thoughts.
A question that appears to be on many minds: will inflation return? The JOHCM Global Opportunities team provide their thoughts.
We asked a number of our managers for their thoughts on the outlook for their asset class next year, what they would like to see and the possible surprises.
How has J O Hambro Capital Management (JOHCM) prepared for Brexit?
Looking for signs as to which economies (and, potentially, markets) are in the best positions to recover.
An update from the JOHCM UK Dynamic team in a month of record-breaking rallies in equity markets.
Samir's take on the suspension of Ant Financial's highly anticipated IPO.
Vaccine developments allowed investors to look through the 2020 earnings disruption to the potential recovery.
The technology names with a catalyst. James Syme talks portfolio positioning in a tech-heavy world.
A strong month for the Fund as we saw a marked pick-up in positive newsflow for our holdings.
The case for owning certain financials in a post Covid-19 world.
The rise of tangible capital?
Better mood music around Brexit and increasing expectations of a Biden victory in the US election helped October's relative performance.
Three years on from assuming co-leadership of the JOHCM UK Opportunities Fund, Rachel Reutter and Michael Ulrich reflect on five lessons learnt.
2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts.
Samir talks zombie companies, Japanification and where he see opportunities in his latest monthly update.
A September review - a month of peaking extremes and emerging change for markets.
Multiple acts – what’s next for the credit markets?
An October update from Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities Fund.
“Ignore Chicken Licken pessimists” – Andy Haldane, Bank of England chief economist
Is it time for investors to look again at European equities?
Rachel Reutter, JOHCM UK Opportunities Fund, on five factors UK equity investors need to look out for in the ‘new normal’.
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