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Equity markets are changing – but into what?

A look at the drivers and opportunities in global equities

  • Christopher Lees
  • Nudgem Richyal

In two new videos, Christopher Lees, CFA, senior fund manager on the JOHCM Global Equities Fund, examines scenarios for future market direction and discusses his scorecard for key sectors and countries.
 

Scenario Analysis
In a context of exceptional volatility, what’s next for global equity markets?

Market Scorecard
Scoring the key drivers in current global equity markets

Disclaimer

The views expressed are those of the portfolio managers as of October 2022 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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