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There are 25 item(s) tagged with the keyword "J O Hambro Capital Management".

Displaying: 1 - 10 of 25

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
Another Look at Emerging Markets

As investors move away from China, we look at some interesting alternatives

Tags: J O Hambro Capital Management, Emerging Markets Equities
The Emirati Edge

The UAE has made major strides in diversifying its economy away from hydrocarbons, leveraging astute diplomacy to develop global services and property sectors

Tags: J O Hambro Capital Management, Emerging Markets Equities
Trigger Warning – the Rush for Post-Peak UK

Falling rates should trigger a UK rally – will you go for yield or for high-growth technology?

Tags: J O Hambro Capital Management, Investment Strategy, Asset Allocation, Active Equity, UK Equity
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
New Connections

Changes in where electricity is generated, and in how and where it’s used, offer a major investment opportunity

Tags: J O Hambro Capital Management
Foreign Investors Are Voting to Leave China

Technical indicators reveal the negative effect of foreigners disinvesting Chinese Stocks

Tags: J O Hambro Capital Management
The Forgotten Middle

Are there alternatives to big tech? Opportunities abound in the ‘forgotten middle’, where quality, value and growth intersect

Tags: J O Hambro Capital Management
Elections Set the Agenda for 2024

The world in 2024 sees possibly the highest concentration of elections in modern history.

Tags: Emerging Markets Equities, J O Hambro Capital Management
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

Displaying: 1 - 10 of 25