JOHCM

ONE TO WATCH

COMMENT

After a year of stellar returns from Japan, investors are concerned the Japanese equity funds that beat competitors in 2013 will not be able to deliver again this year.

QUICKFIRE Q&A

JO Hambro Capital Management (JOHCM) is planning to grow its team of US-based managers and launch US equity funds as part of a push to bolster its presence in the region.

J O Hambro Capital Management's income duo James Lowen and Clive Beagles have said financial stocks still offer incredible value at current levels, amid growing interest in the sector.

UK managers have called into question domestic equity valuations, saying recent landmark events should act as a warning sign for investors.

Sanlam Private Investments (SPI) has reaffirmed its ‘sell' recommendation on Richard Wilmot's £2.1bn Newton Higher Income fund, arguing its recent overhaul has made the fund a less attractive option for income seekers.

J O Hambro Capital Management (JOHCM) is planning to merge away its European fund after assets dwindled to just £2m.

UK equity income managers are selling out of defensive stocks which have led the global equity rally year-to-date, warning they are approaching bubble territory.