Name: JOHCM UK Dynamic Insight & Outlook
Start: 2024-03-05T11:00:00Z
End: 2024-03-05T11:00:46.000Z
Location: BrightTALK
Rating: 5

What is the outlook for equities? More of the same or rotation to new themes and new sectors? A 45-minute special edition.

2024 A Year of Change

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

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q1 2024 and outline the positioning of the fund.

JOHCM UK Equity Income Fund Q1 2024 Update

European healthcare stocks benefit from unique technology, with lower valuations than their US peers. Where do we see opportunity?

A Fresh Look at Healthcare

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

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q4 2023 and outlines the positioning of the fund.

JOHCM UK Equity Income Fund Q4 2023 Update

Fund Managers Robbie Wouters and Luis Fananas review the performance and activity over Q4 2023, and outlines the positioning of the fund.

JOHCM European Select Values Fund Q4 2023 Update

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 Q3 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 Managers Mark Costar & Vishal Bhatia will be discussing the funds performance, positioning and outlook.

JOHCM UK Dynamic Insight & Outlook

Equities

UK Equities

Investment Management

Investments

Asset Allocation

Fund Manager

Portfolio Management

Portfolio Manager

Equity Income

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

JOHCM UK Dynamic Insight & Outlook

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