Ten themes to watch in a year of change
Trillions of new spending is being poured into renewal and expansion of critical physical infrastructure. Investors need to be ready to pick the best opportunities.
Falling rates should trigger a UK rally – will you go for yield or for high-growth technology?
As investors move away from China, we look at some interesting alternatives
The UAE has made major strides in diversifying its economy away from hydrocarbons, leveraging astute diplomacy to develop global services and property sectors
A Conversation with Ben Leyland and Robert Lancastle
Senior fund managers, JOHCM Global Opportunities and JOHCM International Opportunities
Changes in where electricity is generated, and in how and where it’s used, offer a major investment opportunity
Technical indicators reveal the negative effect of foreigners disinvesting Chinese Stocks
Are there alternatives to big tech? Opportunities abound in the ‘forgotten middle’, where quality, value and growth intersect
The world in 2024 sees possibly the highest concentration of elections in modern history.
Expect outperformance from small-mid caps, emerging markets and Japan
How China's Slowdown Is Reverberating Across Emerging Markets
Staying True to Time-Tested Principles for Capital Preservation and Growth
UK's Evolving Political Landscape Signals Potential for Renewed Investment Opportunities
Q2 2023 MARKET REVIEW
Are we overly pessimistic on the underlying resilience of the UK economy? Are we reading too much into headline inflation and over-discounting
Decisive monetary policy has brought inflation under control in Mexico and Brazil,helping to lift the value of their currencies and support growth
How can UK investors benefit from positive demographic tailwinds in emerging markets?
Chinese oil demand has largely been correlated with GDP growth, but the nature of that relationship is changing.