In China, we’re investing in companies that have low valuations and rising cashflows. They aren’t the usual suspects
With a tolerable monetary headwind, pockets of earnings tailwinds and modest valuations it may just be that Europe continues to shine versus its peers.
No one doubts the exceptional success of the South Korean economy, home to world-leading companies. But for now, it’s still an emerging market
Signs of an easing in inflation, and a peak in interest rates, should support a recovery in equities, with UK value sectors looking attractive
Hopes of a peak in interest rates are supporting strong returns in UK equities
Inflation under control, positive economic growth, valuations at half their long-term
Given four good reasons to be cautious on China, and only one positive, the walk back to a turn in the equity market may be long one
Until recently, the consensus was that China would decouple economically from the developed world. Now we know the separation is not economic but ideological
As the UK recovers from the controversial Mini Budget, operational performance remains strong, with more forecasts being exceeded than missed
A look at the drivers and opportunities in global equities
A growth plan ... but one based on established businesses with balance sheets to withstand a storm
Markets are overwhelmed with macro, especially the return of 'real' interest rates, while ignoring company fundamentals
In 2022, the impact of the strong dollar has been very different to what history suggests
Despite pressure on UK confidence, there remain many excellent companies trading at historically high yields.
Highlights for consumers, businesses and UK equities
Higher US interest rates could present significant upside for Asian equities
We know the goal, the challenge is to manage urgent change effectively. How can investors accelerate the transformation?
Rejection of a left-wing constitution reduces risk for equity investors in Chile, but economic problems remain an obstacle
The economic models of China and Japan are closely related. However, China has the opportunity to learn from its neighbour's mistakes and protect property and banking investors.
Markets remain focused on energy costs whilst the outlook remains positive
An important announcement to clients from J O Hambro's CEO (UK, Europe & Asia) Alexandra Altinger
Conditions in Asia are considerably different to those in the US
Energy exporters, or those with relative energy stability, show signs of prospering
Central bank commentary suggests we may have passed peak ‘hawkishness’
From compressing the price side of the P/E equation, investors are increasingly fretting over earnings, marking down any company that hints of cyclicality.
Idiosyncratic stock selection helped Fund performance through a period that saw events more extreme than many investors have ever experienced.
During periods of market sell-offs, the natural human reaction is to contract our investment time horizons and focus on short-term negative noise.
"Beware good houses in bad neighborhoods..."
The good news from China ... and the bad
Recession remains a threat, and despite official figures, China is almost certainly in a phase of contraction
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