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There are 30 item(s) tagged with the keyword "J O Hambro Capital Management".

Displaying: 21 - 30 of 30

Peak People

How can UK investors benefit from positive demographic tailwinds in emerging markets?

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Crisis or not, process and patience pay

Recent market gyrations serve as a reminder to investors that the fallout of low interest rates has only just begun

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Rock and roil: Positive returns from challenging markets

The first quarter was a melting pot of significant events, which overall led to another positive return for both the market and the strategy.

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Semi-Detached

People, rather than technology, are likely to lead in emerging markets

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It's the Economy, Stupid

Sustainability is critical to the economy, but the economy is equally critical to sustainability

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Leading and Lagging the Emerging Market Index

Recent moves within the asset class reveal interesting patterns that may point to potential risk opportunities

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It's the supply-side, stupid!

From compressing the price side of the P/E equation, investors are increasingly fretting over earnings, marking down any company that hints of cyclicality.

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Is your equity portfolio ready for a turn in the investment cycle?

A number of capital cycles are turning. Investors need to shift their focus towards sectors which have been overlooked.

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J O Hambro Capital Management: Build Back Better Event

How is the UK economy coping post-Brexit and post-pandemic? Are investors’ bearish views on UK equities justified? What does ESG investment into the UK look like? To answer these questions and many more, join us on the 14th June for our exclusive in person conference: Building Back Better.

Tags: J O Hambro Capital Management, Event
Get Paid Whilst You Wait

Talking about dividend yield in recent years has often felt futile. Companies that paid good dividends were seen as being somehow limping along in the past, as though they couldn’t think of anything better to do with their earnings than distribute them to their owners.

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Displaying: 21 - 30 of 30