JOHCM
Investment
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.
28 May 2013
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Investment
Capita Registrars has cut its UK dividend growth projection for 2013 from 8% to 6.7%, warning payouts cannot outstrip GDP growth indefinitely.
04 February 2013
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2 min read
UK
JO Hambro Capital Management's Alex Savvides has revealed some of his favourite recovery stories over the past year, which he thinks have even further to go.
01 February 2013
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UK
JOHCM's top performing income manager Clive Beagles outlines his favourite themes within UK domestic stocks, including 'self-help' stories such as ITV, as the economic recovery gathers pace.
30 November 2012
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Pensions
The government's auto-enrolment legislation may have a more significant effect on consumers' disposable income than planned government cuts, according to JO Hambro Capital Management's Clive Beagles.
22 November 2012
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