There are 43 item(s) tagged with the keyword "J O Hambro Capital Management".
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Demand for foreign goods is declining, but domestic producers are benefiting
Unlike in the past, fund managers are now expected to engage with companies on strategy, environment, society...
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.
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?
Sticky inflation and growth surprising on the upside are delaying rate cuts, while market performance remains narrow
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.
20 Years in the UK Stock Market with Clive Beagles and James Lowen
Non-life insurers in medium-sized markets benefit from improving efficiencies in strong franchises
Is the pursuit of profit ever compatible with social and environmental challenges?
Remittances have been the largest source of external finance flows to developing countries ex-China
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