JOHCM Global Emerging Markets Opportunities Strategy
Fund Size
EUR 2,62bn
Emerging Markets Equities
Emerging Markets Spotlight – May 2026
Article | 14 may 2026
As the Hormuz disruption reshapes energy markets, investors are reassessing Asia’s growth outlook, policy responses and opportunities emerging from widening market divergence.
Emerging Markets Equities
Emerging Markets Spotlight – April 2026
Article | 17 abr 2026
The Iran conflict’s global energy shock is widening divergence across emerging markets. Who stands to benefit, and who faces the greatest pressure?
Emerging Markets Equities
Emerging Markets Spotlight – March 2026
Article | 18 mar 2026
Indian IT stocks have fallen sharply in early 2026, yet earnings estimates continue to rise. What does this mean for investors?
Emerging Markets Equities
A Broad-Based Emerging Markets Rally Takes Shape
Article | 12 feb 2026
Emerging market gains are broadening beyond AI. History and fundamentals suggest the rally may still have room to run.
How can we help you?
From our first conversation to ongoing support, our teams of experts are here to respond to your investment needs.