Name: JOHCM Global Emerging Markets Opportunities Fund Q1 2020 Update
Start: 2020-04-14T14:00:00Z
End: 2020-04-14T14:00:20.000Z
Location: BrightTALK
Rating: 5

Are we still in a world where ‘buy the market’ makes sense? In a time of transition – reglobalistion, quantitative tightening, monopolisation, artificial intelligence, climate change – should you rethink your active/passive mix?

Special Episode: Hasta la Vista – Back to Active

Join Tim Crockford, Head of Equity Impact Solutions, as he reflects on the first three years of the strategy's contribution to the evolution of impact investing, its current dynamic and outlook for the future.

Celebrating 3 Years of Regnan Global Equity Impact Solutions

Where are investors capturing the fastest growth phases of future market leaders?

When Small Goes Big

Do investors need to look for alternatives to China... and if they do, where are they?

Out of China…into Where?

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q3 2023, and outlines the positioning of the fund.

JOHCM UK Equity Income Fund Q4 2023 Update

Senior Fund Manager Alex Savvides reviews the performance and activity over Q3 2023, and outlines the positioning of the fund.

JOHCM UK Dynamic Fund Q4 2023 Update

Probabilistically forecasting company emissions

Horizon

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.

UK Tech: From Disruption to Dominance

Senior Fund Manager Paul Wild reviews the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM Continental European Fund Q3 2023 Update

Fund Managers Robbie Wouters and Luis Fananas review the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM European Select Values Fund Q3 2023 Update

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM UK Equity Income Fund Q3 2023 Update

Senior Fund Manager Alex Savvides reviews the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM UK Dynamic Fund Q3 2023 Update

Senior Fund Manager Michael Ulrich reviews the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM UK Opportunities Fund Q3 2023 Update

Reviewing the funds performance and activity over the first half of the year.

Asia Ex Japan Fund Update

UK companies source their earnings from around the world. Why are they valued at a discount?

Global income at a UK discount

6 Different Opportunities in Business Change

Creating Value Through Transformation

How should investors protect themselves against recession while positioning for recovery?

A Route Through Recession

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.

AI: Triumph or Terror?

James Syme, co-manager of the JOHCM Global Emerging Markets Opportunities Fund, reviews the performance, portfolio activity and current positioning of the Fund after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off and examines what the pandemic means for emerging markets.

JOHCM Global Emerging Markets Opportunities Fund Q1 2020 Update

JOHCM

Emerging Markets

Perfromance

James Syme

Paul Wimborne

Q1 19

J O Hambro Capital Managment

Coronavirus

pandemic

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JOHCM Global Emerging Markets Opportunities Fund Q1 2020 Update

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