There are 38 item(s) tagged with the keyword "J O Hambro Capital Management".
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Sticky inflation and growth surprising on the upside are delaying rate cuts, while market performance remains narrow
As an asset class, emerging equity markets are substantially driven by two broad global drivers: global end-demand and trade, and US dollar interest rates and liquidity. While individual markets will have their own business and credit cycles and political environments, these are always interacting with the main global drivers. One of the challenges for investors in the asset class at the present time is the differing signals these are sending.
20 Years in the UK Stock Market with Clive Beagles and James Lowen
Non-life insurers in medium-sized markets benefit from improving efficiencies in strong franchises
Is the pursuit of profit ever compatible with social and environmental challenges?
Remittances have been the largest source of external finance flows to developing countries ex-China
There are layers of change happening in the energy sector, making it a fascinating area of opportunity
Investing in structural growth at the right valuation point
Rates in Mexico and Brazil are coming down. Despite cautious guidance, we believe further cuts will be ahead of consensus
The UK stock market is currently analogous to a melting ice-lolly – the number of stocks and the aggregate market cap is falling. There’s a triangle of factors at play here, including mergers and acquisitions (M&A), share buybacks and companies leaving the UK market.
Displaying: 1 - 10 of 38