JOHCM
UK
Clive Beagles, manager of the £880m JOHCM UK Equity Income fund, has warned classically defensive stocks could be dangerous prospects for the next 12 to 18 months as fiscal austerity takes its toll on the UK economy.
05 December 2011
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Economics
JO Hambro Capital Management's (JOHCM) Clive Beagles has bought into UK food giant Tesco for the first time in seven years amid expectations the group will renew its focus on payouts.
24 October 2011
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Economics
JO Hambro Capital Management's Paul Wild has urged investors not to give up on Europe as a "grand plan" is on its way.
14 October 2011
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Investment
JO Hambro Capital Management has launched two Asian equity funds following its acquisition of Singapore boutique Silver Metis Capital Management earlier this year.
03 October 2011
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Emerging markets
Asian markets as a whole will not begin to outperform until the European debt crisis is resolved, but consumer stocks in China will serve investors well, according to JO Hambro Capital Management's Paul Wimborne.
28 September 2011
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UK
Income sector heavyweights return to form after paying the price for anti-cyclical stance.
12 August 2011
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Asia
JOHCM's Scott McGlashan claims Japanese companies must look beyond Japan to defy its depressed stock market.
05 August 2011
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