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There are 43 item(s) tagged with the keyword "J O Hambro Capital Management".

Displaying: 1 - 10 of 43

As Deflation Grips, What Next for China?

Demand for foreign goods is declining, but domestic producers are benefiting

Tags: J O Hambro Capital Management, Emerging Markets Equities
Episode 4: From Investment to Engagement

Unlike in the past, fund managers are now expected to engage with companies on strategy, environment, society... 

Tags: J O Hambro Capital Management
Carry On Trading

July (and the early days of August, up until this piece was written) has seen significant volatility in global financial markets, including emerging markets. The main cause of this is a combination of softer US economic data coinciding with an increase in policy interest rates in Japan. This has led to multiple dislocations in fixed interest and currency markets, as carry trades (funding in a low-yielding currency to invest in a higher-yielding currency) were aggressively unwound, in turn causing a rapid risk-off move across most global financial markets.

Tags: J O Hambro Capital Management, Emerging Markets Equities
Episode 3: From Market to Portfolio

The UK equity market is very different to what it was 20 years ago. Companies have come and gone. Ideas have changed. What can the past teach us about the future? 

Tags: J O Hambro Capital Management
Strong growth holds back rate cuts

Sticky inflation and growth surprising on the upside are delaying rate cuts, while market performance remains narrow

Tags: J O Hambro Capital Management, European Equities
It's the Dollar, Stupid

As an asset class, emerging equity markets are substantially driven by two broad global drivers: global end-demand and trade, and US dollar interest rates and liquidity. While individual markets will have their own business and credit cycles and political environments, these are always interacting with the main global drivers. One of the challenges for investors in the asset class at the present time is the differing signals these are sending.

Tags: J O Hambro Capital Management, Emerging Markets Equities
From the Mild to the Wild - Episode 1

20 Years in the UK Stock Market with Clive Beagles and James Lowen

Tags: J O Hambro Capital Management, UK Equity Income
The Good Life in Non-Life

Non-life insurers in medium-sized markets benefit from improving efficiencies in strong franchises

Tags: J O Hambro Capital Management, Global Equities
Is Double Materiality Decoupling?

Is the pursuit of profit ever compatible with social and environmental challenges?

Tags: J O Hambro Capital Management, General News
Remember Remittances - Copy

Remittances have been the largest source of external finance flows to developing countries ex-China

Tags: J O Hambro Capital Management, Emerging Markets Equities

Displaying: 1 - 10 of 43