60 acast.com J O Hambro Capital Management Podcast https://feeds.acast.com/public/shows/j-o-hambro-capital-management-podcast en J O Hambro Capital Management J O Hambro Capital Management

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]]> false J O Hambro Capital Management info+621e52a43be14f00137a742b@mg-eu.acast.com 621e52a43be14f00137a742b j-o-hambro-capital-management-podcast episodic https://assets.pippa.io/shows/undefined/1646154034105-b37dc1eea4054aba90abc4fed4275303.jpeg https://feeds.acast.com/public/shows/j-o-hambro-capital-management-podcast J O Hambro Capital Management Podcast World Outlook World Outlook Fri, 09 Dec 2022 15:26:51 GMT 40:47 639353a61e8c0a0010e10c27 false https://shows.acast.com/j-o-hambro-capital-management-podcast/episodes/world-outlook 639353a61e8c0a0010e10c27 621e52a43be14f00137a742b world-outlook 2023 – What investors need to know now full Thankfully, there have not been many years like 2022. China is still writhing under Covid lockdowns, while geopolitical tensions, including war in Europe, have driven up energy prices and spread double-digit inflation across much of the world. Looking into 2023, what do investors need to know? Where are the risks and where are the rewards in a new and very different world?


Our guests: Ben Leyland, senior fund manager on the JOHCM Global Opportunities Fund, and James Syme, senior fund manager on the JOHCM Global Emerging Markets Opportunities Fund. 

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]]> Thankfully, there have not been many years like 2022. China is still writhing under Covid lockdowns, while geopolitical tensions, including war in Europe, have driven up energy prices and spread double-digit inflation across much of the world. Looking into 2023, what do investors need to know? Where are the risks and where are the rewards in a new and very different world?


Our guests: Ben Leyland, senior fund manager on the JOHCM Global Opportunities Fund, and James Syme, senior fund manager on the JOHCM Global Emerging Markets Opportunities Fund. 

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]]> UK Outlook UK Outlook Fri, 09 Dec 2022 15:14:12 GMT 38:10 63934d977d7ef50011d90cf5 false https://shows.acast.com/j-o-hambro-capital-management-podcast/episodes/uk-outlook 63934d977d7ef50011d90cf5 621e52a43be14f00137a742b uk-outlook 2023 – What investors need to know now full Inflation changes everything. After years of zero interest rate policy, there is suddenly a cost to capital. Long duration growth has lost ground and shorter duration value is back investors’ sights. Does this herald a change of attitude toward the UK equity market? Rather than following monetary policy, do investors need to come back to company fundamentals? Given the UK’s significant global earnings, should investors be rethinking the ‘UK discount’?


Our guests: Clive Beagles, senior fund manager on the JOHCM UK Equity Income Fund, and Alex Savvides, senior fund manager on the JOHCM UK Dynamic Fund. 

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]]> Inflation changes everything. After years of zero interest rate policy, there is suddenly a cost to capital. Long duration growth has lost ground and shorter duration value is back investors’ sights. Does this herald a change of attitude toward the UK equity market? Rather than following monetary policy, do investors need to come back to company fundamentals? Given the UK’s significant global earnings, should investors be rethinking the ‘UK discount’?


Our guests: Clive Beagles, senior fund manager on the JOHCM UK Equity Income Fund, and Alex Savvides, senior fund manager on the JOHCM UK Dynamic Fund. 

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]]> Chris Lees: Why Ukraine tragedy is a geopolitical and financial inflection point Chris Lees: Why Ukraine tragedy is a geopolitical and financial inflection point Tue, 19 Apr 2022 21:40:37 GMT 7:21 625f2c555342990012010b9d false https://shows.acast.com/j-o-hambro-capital-management-podcast/episodes/ukraine-inflection-point 625f2c555342990012010b9d 621e52a43be14f00137a742b ukraine-inflection-point full

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]]> Market Update from Nudgem Richyal - March 2022 - US Market Update from Nudgem Richyal - March 2022 - US Thu, 17 Mar 2022 19:53:22 GMT 6:34 623391b2e7d9580012e1665f false https://shows.acast.com/j-o-hambro-capital-management-podcast/episodes/market-update-nudgem-richyal-march-2022-us 623391b2e7d9580012e1665f 621e52a43be14f00137a742b market-update-nudgem-richyal-march-2022-us full

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]]> Market Update from Nudgem Richyal - March 2022 Market Update from Nudgem Richyal - March 2022 Thu, 17 Mar 2022 19:52:12 GMT 6:48 6233916c8cfd170017df73e0 false https://shows.acast.com/j-o-hambro-capital-management-podcast/episodes/market-update-nudgem-richyal-march-2022 6233916c8cfd170017df73e0 621e52a43be14f00137a742b market-update-nudgem-richyal-march-2022 full

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]]> Ukraine update from Chris Lees, JOHCM Global Select Fund Ukraine update from Chris Lees, JOHCM Global Select Fund Thu, 10 Mar 2022 15:00:00 GMT 6:57 622a181347a402001626bf65 false https://shows.acast.com/j-o-hambro-capital-management-podcast/episodes/chris-lees-ukraine-update-march-2022 622a181347a402001626bf65 621e52a43be14f00137a742b chris-lees-ukraine-update-march-2022 full

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]]> Regnan Global Equity Impact Solutions Strategy - Update - March 2022 Regnan Global Equity Impact Solutions Strategy - Update - March 2022 Tue, 01 Mar 2022 17:09:58 GMT 9:03 621e536614afa40012781eca false https://shows.acast.com/j-o-hambro-capital-management-podcast/episodes/rgeis-strategy-update-march-2022 621e536614afa40012781eca 621e52a43be14f00137a742b rgeis-strategy-update-march-2022 full

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