Search Result(s)

There are 15 item(s) tagged with the keyword "Global Equities".

Displaying: 1 - 10 of 15

The Good Life in Non-Life

Non-life insurers in medium-sized markets benefit from improving efficiencies in strong franchises

Tags: J O Hambro Capital Management, Global Equities
Keeping Energy Live

There are layers of change happening in the energy sector, making it a fascinating area of opportunity

Tags: J O Hambro Capital Management, Global Equities
The Under-Appreciated Winners

As the post-pandemic de-stocking cycle finally plays through, opportunities are emerging in a variety of sectors, including healthcare and logistics

Tags: J O Hambro Capital Management, global equities
Global Select Quarterly Q1 2024

Ten themes to watch in a year of change

Tags: J O Hambro Capital Management, Global Equities
The Big Spend – Investing in the Real World

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.

Tags: J O Hambro Capital Management, Investments, Asset Allocation, Equities, Global Equities
Momentum vs Fundamentals

A Conversation with Ben Leyland and Robert Lancastle
Senior fund managers, JOHCM Global Opportunities and JOHCM International Opportunities

Tags: J O Hambro Capital Management, Global Equities
GLS Q4 2023 - Will Markets Go Vice Versa in 2024?

Expect outperformance from small-mid caps, emerging markets and Japan

Tags: global equities, J O Hambro Capital Management
Coronavirus – how will it affect global equities?

Artemis Global Select Fund co-manager Simon Edelsten examines the potential effects of the COVID-19 outbreak, highlighting China’s importance to the global economy.

Tags: Artemis, coronavirus, global equities
Global equities: Assessing social and environmental costs

Simon Edelsten explains the importance of assessing a company’s benefits and costs to society when considering investment risk.

Tags: global equities, Artemis
Two quarters of turbulence: what the pre-Christmas plunge and new year rebound say about markets

World equity indices plunged during Q4 last year before staging a powerful recovery, regaining virtually all the ground they had lost. This extraordinary turn of events may look irrational, but it tells a coherent story about the fragility of investor confidence as we navigate the end of this economic cycle and approach the US elections in 2020.

Tags: Columbia Threadneedle, equities, global equities

Displaying: 1 - 10 of 15