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9 December 2022 - 38 minutes

UK Outlook

Three prime ministers, four chancellors, double-digit inflation and waves of industrial strikes, the UK seemed to bear the brunt of global turmoil in 2022. And yet, as interest rates have risen and we enter a world where capital costs – should investors think again about the ‘UK discount’?

9 December 2022 - 40 minutes

World Outlook

Geopolitical tensions, soaring energy prices and severe lockdowns in China – 2022 was a rollercoaster ride through the international capital markets. What now for 2023? Join senior fund managers Ben Leyland and James Syme for discussion on what will be driving markets over the coming year. 

19 April 2022 - 7 Minutes

Chris Lees: Why Ukraine tragedy is a geopolitical and financial inflection point

It's now clear that the humanitarian tragedy unfolding in Ukraine is a major inflection point in history, says Fund Manager Chris Lees

21 March 2022 - 6 minutes

Market Update from Nudgem Richyal, JOHCM Global Select Fund

March 10, 2022 - 6 Minutes

Ukraine update from Chris Lees, JOHCM Global Select Fund

1 March 2022 | 9 mins

Regnan Global Equity Impact Solutions Strategy - Update

13 Jan 2022 | 6 mins

Where to hunt for global equities opportunities in 2022

Chris Lees, Senior Fund Manager, explains the importance of having an evidence-based process and what trends to look forward to in 2022

17 November 2021 - 7 mins

Why the investment case for decarbonisation makes good sense

Investors can expect green innovation to accelerate after the COP26 climate change conference because more countries are seeing that it makes good economic sense.

2 November 2021 - 8 mins

National net zero pledges are driving big new markets

Most of Earth’s global CO2 emissions are now covered by net zero targets, which means big new markets are forming. Regnan impact investment analyst Maxime Le Floch explains

02 February 2021 | 20 mins

Beagles on Brexit

After a shock referendum vote in 2016, the UK is now no longer part of the European Union - as of the first of January this year. But what does this all mean for markets, for investors and for the UK economy?

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