JOHCM

JOHCM GEM Opportunities manager James Syme said Vladimir Putin's decision to run for the Russian presidency in 2012 has already proved negative for investors in the country.

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.

ON EUROPE

EQUITIES

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.

ON UK INCOME

JO Hambro Capital Management's Paul Wild has urged investors not to give up on Europe as a "grand plan" is on its way.

JO Hambro Capital Management has launched two Asian equity funds following its acquisition of Singapore boutique Silver Metis Capital Management earlier this year.

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.

Income sector heavyweights return to form after paying the price for anti-cyclical stance.