Price Discovery: The Active Equity Webinar

May 26, 2023 - May 26, 2025 9 Episodes

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  • The Asset Allocation Nightmare: UK, Global or Both?

    Alex Savvides, JOHCM UK Dynamic – Robert Lancastle, JOHCM Global Opportunities

    May 26 2023, 31 mins

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    May 26 2023, 31 mins

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    May 26 2023, 31 mins

  • AI: Triumph or Terror?

    Ben Leyland, senior fund manager, JOHCM Global Opportunities

    Jun 7 2023, 30 mins

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    Jun 7 2023, 30 mins

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    Jun 7 2023, 30 mins

  • A Route Through Recession

    Paul Wild, JOHCM Continental European – Ben Leyland, JOHCM Global Opportunities

    Jun 30 2023, 31 mins

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    Jun 30 2023, 31 mins

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    Jun 30 2023, 31 mins

  • UK Tech: From Disruption to Dominance

    JOHCM UK Growth Senior Fund Managers Mark Costar and Vishal Bhatia

    Sep 29 2023, 30 mins

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    Sep 29 2023, 30 mins

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    Sep 29 2023, 30 mins

  • Out of China…into Where?

    James Syme, JOHCM Global Emerging Markets Opportunities – Nudgem Richyal, JOHCM Global Select

    Oct 27 2023, 29 mins

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    Oct 27 2023, 29 mins

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    Oct 27 2023, 29 mins

  • When Small Goes Big

    Tim Crockford, Regnan Global Equity Impact Solutions – Cho-Yu Kooi, JOHCM Asia ex Japan Small & Mid Cap

    Nov 24 2023, 31 mins

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    Nov 24 2023, 31 mins

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    Nov 24 2023, 31 mins

  • Trigger Warning – the Rush for Post-Peak UK

    Clive Beagles, JOHCM UK Equity Income – Mark Costar, JOHCM UK Growth, JOHCM UK Dynamic

    Feb 23 2024, 31 mins

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    Feb 23 2024, 31 mins

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    Feb 23 2024, 31 mins

  • The Big Spend – Investing in the Real World

    Saurabh Sharma, Regnan Sustainable Water and Waste – Robert Lancastle, JOHCM Global Opportunities

    Mar 22 2024, 31 mins

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    Mar 22 2024, 31 mins

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    Mar 22 2024, 31 mins

  • Two Europes – Value and Change in European Equities

    Paul Wild, JOHCM Continental European – Robbie Wouters, JOHCM European Select Values

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