Featured
Two Europes – Value and Change in European Equities
Paul Wild, JOHCM Continental European – Robbie Wouters, JOHCM European Select Values
A new narrative is building around change and opportunity in Europe, the story of a re-energised, forward-looking economy – where’s the value, where’s the growth?
All episodes
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The Asset Allocation Nightmare: UK, Global or Both?
Alex Savvides, JOHCM UK Dynamic – Robert Lancastle, JOHCM Global Opportunities
UK equities or global? Is one better than the other or are they just different? Two leading active equity fund managers, Alex Savvides and Robert Lancastle, offer insight on where they take risk and where they expect to find value.
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AI: Triumph or Terror?
Ben Leyland, senior fund manager, JOHCM Global Opportunities
The stunning potential of artificial intelligence has upended markets, setting off a powerful – but narrow – rally in equities. Ben Leyland, senior fund manager, JOHCM Global Opportunities, talks through what investors need to know.
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A Route Through Recession
Paul Wild, JOHCM Continental European – Ben Leyland, JOHCM Global Opportunities
How should investors protect themselves against recession while positioning for recovery?
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UK Tech: From Disruption to Dominance
JOHCM UK Growth Senior Fund Managers Mark Costar and Vishal Bhatia
Tech is back in favour, led by surging interest in generative AI. But while the focus of attention is on the US mega-caps, there hidden opportunities in the UK, often on compelling valuations.
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Out of China…into Where?
James Syme, JOHCM Global Emerging Markets Opportunities – Nudgem Richyal, JOHCM Global Select
Do investors need to look for alternatives to China... and if they do, where are they?
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When Small Goes Big
Tim Crockford, Regnan Global Equity Impact Solutions – Cho-Yu Kooi, JOHCM Asia ex Japan Small & Mid Cap
Where are investors capturing the fastest growth phases of future market leaders?
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Trigger Warning – the Rush for Post-Peak UK
Clive Beagles, JOHCM UK Equity Income – Mark Costar, JOHCM UK Growth, JOHCM UK Dynamic
Falling rates should trigger a UK rally – will you go for yield or for high-growth technology?
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The Big Spend – Investing in the Real World
Saurabh Sharma, Regnan Sustainable Water and Waste – Robert Lancastle, JOHCM Global Opportunities
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.
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Health Is Wealth
Nudgem Richyal – JOHCM Global Select, JOHCM International Select
From GLP-1 to individualised gene therapies, healthcare is back in the story. But in a fast-moving and differentiated market, selection is everything.
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Two Europes – Value and Change in European Equities
Paul Wild, JOHCM Continental European – Robbie Wouters, JOHCM European Select Values
A new narrative is building around change and opportunity in Europe, the story of a re-energised, forward-looking economy – where’s the value, where’s the growth?
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2024 A Year of Change
Clive Beagles | Ada Chan | Christopher Lees
What is the outlook for equities? More of the same or rotation to new themes and new sectors? A 45-minute special edition.