23 Nov 2021

CEO Profile: Fast Mover Who Bets on Himself

Nick Good, Pendal Group CEO, is featured in The Australian Financial Review BOSS Magazine.

19 Nov 2021

Opportunities in an unloved market

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.

18 Nov 2021

A View from Asia

Samir Mehta, manager of the JOHCM Asia ex Japan fund, provides an in-depth look at Jubilant Foodworks, the largest holding in his portfolio.

18 Nov 2021

Emerging Markets Spotlight

We have seen continued high inflation prints across the world, with volatility in interest rate expectations testing the resolve of central banks...

12 Nov 2021

Under the Bonnet

A monthly portfolio update from the JOHCM UK Dynamic team on the strategic progress made by their portfolio companies. 

01 Nov 2021

UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.

19 Oct 2021

Under the Bonnet

The third quarter saw good strategic progress, strong results and interesting M&A activity for the JOHCM UK Dynamic portfolio.

12 Oct 2021

A View from Asia

Taking stock: Samir Mehta, manager of the JOHCM Asia ex Japan Fund, takes a look back at markets over the last 18 months.

11 Oct 2021

What a China-Taiwan conflict could mean for stocks

James Syme, manager of the JOHCM Global Emerging Markets Opportunities fund, takes a look back at how geopolitics have historically impacted stock markets.

02 Oct 2021

What Emma Raducanu can teach us about process

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. 

30 Sep 2021

UK Equity Income Bulletin

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.

29 Sep 2021

The Armchair Observer

To mark the 10-year anniversary of the JOHCM Asia ex Japan fund, Senior Fund Manager, Samir Mehta, launches The Armchair Observer.

19 Sep 2021

Global Value and Income Dispatch

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?

14 Sep 2021

A View from Asia

What next for China? Samir discusses the regulatory clampdown including two other sectors not yet hit - housing and healthcare. 

13 Sep 2021

Emerging Markets Spotlight

There has been substantial commentary around the changing regulatory environment in China, but is this overshadowing the economic data?

12 Sep 2021

Under the Bonnet

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.

31 Aug 2021

UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from economics to portfolio additions.

15 Aug 2021

Under the Bonnet

The UK Dynamic team take a look at a positive month for the Fund in July.

11 Aug 2021

A View from Asia

Should we even bother investing in China?

10 Aug 2021

Emerging Markets Spotlight

Pandemic policies and the implications for emerging market investors. 

01 Aug 2021

UK Equity Income Bulletin

An update from the JOHCM UK Equity Income team in a positive month for the Fund, despite the macro headwinds.

01 Aug 2021

Global Value and Income Dispatch

Inflation now; deflation later?

01 Aug 2021

Beyond diversity: Equity & inclusion

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.

28 Jul 2021

Latest reflections

Latest reflections from the JOHCM Global Opportunities team.

26 Jul 2021

Emerging Markets Spotlight

Five indicators to monitor risk and opportunity from the JOHCM Global Emerging Markets Opportunities team. 

19 Jul 2021

Under the Bonnet

An update from the JOHCM UK Dynamic team in a quarter that saw frenzied bid activity for a number of portfolio holdings. 

12 Jul 2021

Core thoughts

The JOHCM UK Opportunities team discuss four new investments and how each can grow their respective cash flows in four very different markets.

07 Jul 2021

A View from Asia - China Special

Samir Mehta takes a look at the three cross-currents affecting Chinese technology stocks. 

01 Jul 2021

UK Equity Income Bulletin

June was an odd month with bond yields under pressure before and after the FOMC meeting despite positive economic data and company commentary. 

24 Jun 2021

Income investing and inflation risk

Ten inflation protection strategies for income investors from the JOHCM Global Income Builder team

22 Jun 2021

A View from Asia

Quarantine musings from Samir Mehta, manager of the JOHCM Asia ex Japan Fund. 

20 Jun 2021

Takeover talk and growth platforms

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.

For a better experience, we recommend viewing this website in landscape orientation.

Webcast

×

Regnan

×