31 Jul 2022

UK Equity Income Bulletin

Central bank commentary suggests we may have passed peak ‘hawkishness’

14 Jul 2022

It's the supply-side, stupid!

From compressing the price side of the P/E equation, investors are increasingly fretting over earnings, marking down any company that hints of cyclicality.

11 Jul 2022

Under the Bonnet

Idiosyncratic stock selection helped Fund performance through a period that saw events more extreme than many investors have ever experienced.

11 Jul 2022

The Cost of Bad Behaviours

During periods of market sell-offs, the natural human reaction is to contract our investment time horizons and focus on short-term negative noise.

08 Jul 2022

Quarterly Update from Christopher Lees

"Beware good houses in bad neighborhoods..."

05 Jul 2022

Emerging Markets Spotlight

The good news from China ... and the bad

04 Jul 2022

The View From Asia

Recession remains a threat, and despite official figures, China is almost certainly in a phase of contraction

30 Jun 2022

UK Equity Income Bulletin

UK equity valuations remain eye-wateringly low relative to earnings and balance sheet capital

22 Jun 2022

Making a Sustainable Difference

Investor engagement can make a positive difference to poor mining communities

18 Jun 2022

View from Asia

In a new era, investors need discipline

18 Jun 2022

Emerging Markets Spotlight

Inflation is not all bad news in emerging markets

06 Jun 2022

Get Paid Whilst You Wait-The Return of UK Equity Income

Investing for income in the UK equity market has rarely offered better opportunities

31 May 2022

UK Equity Income Bulletin

In an environment of higher inflation, investors should increasingly favour dividend-paying stocks

23 May 2022

View from Asia

Markets now collectively believe that central banks are behind the curve. Risk-aversion prevails

15 May 2022

The Return of Low-Cost Investing

Rising yields are presenting interesting opportunities to income investors

13 May 2022

Emerging Markets Spotlight

Floating exchange rates are likely to limit the impact of rising US rates on emerging markets

03 May 2022

Is your equity portfolio ready for a turn in the investment cycle?

A number of capital cycles are turning. Investors need to shift their focus towards sectors which have been overlooked.

02 May 2022

UK Equity Income Bulletin

The rotation from financials and cyclicals to defensives has reached an extreme last seen following the collapse of Lehmans

20 Apr 2022

Under the Bonnet

The world is a very different place to what it was a month ago. As ever, we seek strategic idiosyncratic change where hidden value can be unlocked through management actions

19 Apr 2022

View from Asia

War in Europe. Lockdowns in China. Higher commodity prices pushing up inflation. Focus on value and patience should pay. 

11 Apr 2022

Emerging Markets Spotlight

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

01 Apr 2022

UK Equity Income Bulletin

Latest comments from our UK equity income fund managers

25 Mar 2022

Europe: Where are we now?

JOHCM Continental European Fund

13 Mar 2022

Forgotten Middle

JOHCM Global Opportunities Fund - Remembering the "Forgotten Middle"

09 Mar 2022

Emerging Markets Spotlight

James Syme and the Emerging Markets Opportunities team look at the new chapter Russia is writing in emerging equity markets

09 Mar 2022

Statement on Russian equity securities

Our approach to Russian holdings

07 Mar 2022

A View from Asia

Samir Mehta shares his views on the outlook for Asia

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