Name: The Asset Allocation Nightmare: UK, Global or Both?
Start: 2023-05-26T10:00:00Z
End: 2023-05-26T10:00:30.000Z
Location: BrightTALK
Rating: 4.7

Vishal Bhatia and Tom Matthews will be discussing the current positioning of the JOHCM UK Dynamic strategy and provide insights into the current UK environment and outlook.

JOHCM UK Dynamic Insight & Outlook - Q2 2025

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2025 and outline the positioning of the fund.

JOHCM UK Equity Income Fund Q2 2025 Update

JOHCM UK Dynamic Insight & Outlook

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2024 and outline the positioning of the fund.

JOHCM UK Equity Income Fund Q1 2025 Update

What are the prospects for the UK when the state is once again becoming an active player in the economy?

UK Outlook: The Radical Centre

Following an era-defining election, where should equity investors go for the best opportunities?

US Election Special: Another World Order?

Join Bertrand Lecourt, Senior Fund Manager, and Saurabh Sharma, Fund Manager as they reflect on the first three years of the strategy's evolution, its current dynamic and outlook for the future.

Regnan Sustainable Water and Waste – Celebrating 3 Years

The Asia of a decade ago is gone, remade by geopolitical alignments, deglobalisation, the great AI retooling boom, a weaker dollar and the insurgence of smaller markets. What is the new Asia going to look like?

Asia Reborn

JOHCM UK Equity Income Fund Q2 2024 Update

The UK is rich with companies driving disruption, solving problems, reinvigorating neglected opportunity and taking global market share

Hiding in Plain Sight: Profit From Quiet Disruption

What will the future of UK PLC look like in the wake of regime-change? Clive Beagles and Tom Matthews look at how political change is likely to impact the economy, and how investors in UK equities need to be positioned.

UK Election Special

Vishal Bhatia and Tom Matthews will be discussing the funds performance, positioning and outlook.

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?

Two Europes – Value and Change in European Equities

Why has Japan surged but not the UK? What are the signs of pending change?

Global Growth to UK Value

From GLP-1 to individualised gene therapies, healthcare is back in the story. But in a fast-moving and differentiated market, selection is everything.

Health Is Wealth

A short webinar outlining our investment philosophy and process, with discussion of the benefits to investors and key risks.

JOHCM Global Opportunities and JOHCM International 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.

The Big Spend – Investing in the Real World

Falling rates should trigger a UK rally – will you go for yield or for high-growth technology?

Trigger Warning – the Rush for Post-Peak UK

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?

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

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?

Price Discovery: The Active Equity Webinar

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.

The Asset Allocation Nightmare: UK, Global or Both?

Global

Investing

Equity

Active Investment

JOHCM

REGNAN

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The Asset Allocation Nightmare: UK, Global or Both?

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About this talk

J O Hambro Capital Management