JOHCM US Small Mid Cap Equity Fund - Post US election update
Boston-based managers of JOHCM’s US Small/Mid Cap Fund assess the outcomes of the closely watched US elections. They will be discussing the investment implications of a Trump presidency, drawing on their extensive sector expertise to highlight the industries and themes they believe will be most affected.
RecordedNov 10 201630 mins
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Rachel and Michael will give an update on fund activity and the wider investment backdrop in UK large cap equities. They will be focusing on societal and political shifts and how they are positioning the fund to benefit from key tailwinds.
After a better quarter for the Fund, James and Clive will look ahead to the world post-vaccine, Brexit and Trump, asking whether inflation may rise from its long slumber. They will also share how the portfolio is positioned for 2021, discuss the growth they see embedded in the Fund within the value part of the market and examine the prospects for a recovery in dividends.