There are 43 item(s) tagged with the keyword "J O Hambro Capital Management".
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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.
With inflation continuing to soften, and growth returning, European valuations look still more attractive.
As the post-pandemic de-stocking cycle finally plays through, opportunities are emerging in a variety of sectors, including healthcare and logistics
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.
As investors move away from China, we look at some interesting alternatives
Displaying: 11 - 20 of 43