J O Hambro Capital Management

22 March 2024
New Connections
New Connections

Changes in where electricity is generated, and in how and where it’s used, offer a major investment opportunity

22 March 2024
Foreign Investors Are Voting to Leave China
Foreign Investors Are Voting to Leave China

Technical indicators reveal the negative effect of foreigners disinvesting Chinese Stocks

21 March 2024
The Forgotten Middle
The Forgotten Middle

Are there alternatives to big tech? Opportunities abound in the ‘forgotten middle’, where quality, value and growth intersect

1 February 2024
Elections Set the Agenda for 2024
Elections Set the Agenda for 2024

The world in 2024 sees possibly the highest concentration of elections in modern history.

30 January 2024
GLS Q4 2023 - Will Markets Go Vice Versa in 2024?
GLS Q4 2023 - Will Markets Go Vice Versa in 2024?

Expect outperformance from small-mid caps, emerging markets and Japan

19 October 2023
The Dragon's Slumber
The Dragon's Slumber

How China's Slowdown Is Reverberating Across Emerging Markets

19 October 2023
New world: old rules
New world: old rules

Staying True to Time-Tested Principles for Capital Preservation and Growth

19 October 2023
Investing through the revolving door
Investing through the revolving door

UK's Evolving Political Landscape Signals Potential for Renewed Investment Opportunities

27 July 2023
Falling Inflation, Rising Rates
Falling Inflation, Rising Rates

Q2 2023 MARKET REVIEW

27 July 2023
The New Europe
The New Europe
10 July 2023
Confounding Inflation
Confounding Inflation

Are we overly pessimistic on the underlying resilience of the UK economy? Are we reading too much into headline inflation and over-discounting

Sound Money Sounds Good
Sound Money Sounds Good

Decisive monetary policy has brought inflation under control in Mexico and Brazil,helping to lift the value of their currencies and support growth

30 June 2023
Peak People
Peak People

How can UK investors benefit from positive demographic tailwinds in emerging markets?

26 May 2023
Changing China's Oil
Changing China's Oil

Chinese oil demand has largely been correlated with GDP growth, but the nature of that relationship is changing.

11 May 2023
Crisis or not, process and patience pay
Crisis or not, process and patience pay

Recent market gyrations serve as a reminder to investors that the fallout of low interest rates has only just begun

25 April 2023
Rock and roil: Positive returns from challenging markets
Rock and roil: Positive returns from challenging markets

The first quarter was a melting pot of significant events, which overall led to another positive return for both the market and the strategy.

20 April 2023
Semi-Detached
Semi-Detached

People, rather than technology, are likely to lead in emerging markets

20 April 2023
It's the Economy, Stupid
It's the Economy, Stupid

Sustainability is critical to the economy, but the economy is equally critical to sustainability

9 March 2023
Leading and Lagging the Emerging Market Index
Leading and Lagging the Emerging Market Index

Recent moves within the asset class reveal interesting patterns that may point to potential risk opportunities

1 August 2022
It's the supply-side, stupid!
It's the supply-side, stupid!

From compressing the price side of the P/E equation, investors are increasingly fretting over earnings, marking down any company that hints of cyclicality.