There are 29 item(s) tagged with the keyword "J O Hambro Capital Management".
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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
The UAE has made major strides in diversifying its economy away from hydrocarbons, leveraging astute diplomacy to develop global services and property sectors
Falling rates should trigger a UK rally – will you go for yield or for high-growth technology?
A Conversation with Ben Leyland and Robert Lancastle
Senior fund managers, JOHCM Global Opportunities and JOHCM International Opportunities
Changes in where electricity is generated, and in how and where it’s used, offer a major investment opportunity
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