Insights

Emerging Markets Equities

Emerging Markets Spotlight – June 2026

Article | 17 Juni 2026

South Korea is enjoying a semiconductor-driven export boom and one of the largest current account surpluses in emerging markets, yet the won remains near multi-decade lows. We explore how capital outflows, rather than trade dynamics, explain this disconnect, and why the Korean currency is becoming increasingly attractive over the medium term.

Global Equities

How AI, GLP-1s and de-globalisation are reshaping growth, value and quality

Article | 15 Juni 2026

AI, GLP-1 weight-loss drugs and de-globalisation are transforming the investment landscape, blurring the traditional lines between growth, value and quality. As these powerful forces disrupt industries, reshape consumer behaviour and redefine earnings potential, labels don’t look the same. Instead, the new focus is at the company level, those positioned to thrive in a rapidly changing world.

Global Equities

Energy Resilience: The Next Long-Term Investment Theme

Article | 26 Mai 2026

As geopolitical tensions reshape global energy markets, the race for energy independence is accelerating. In our latest insight, we explore why energy resilience is emerging as a defining long-term investment theme across LNG infrastructure, renewables, nuclear power, electrification and domestic energy production as governments and industries future-proof energy systems against geopolitical and supply chain shocks.

Emerging Markets Equities

Emerging Markets Spotlight – May 2026

Article | 14 Mai 2026

As the Strait of Hormuz disruption reshapes global energy markets, investors are reassessing the implications for Asia’s growth, inflation and policy outlook. While challenges are emerging across energy-importing economies, market dislocations are also creating opportunities for active investors to differentiate between resilient markets, policy responses and long-term structural winners.

Press Releases

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Press Release

Josh Herson appointed to JOHCM UK Equity Income Team

Article | 05 Jän. 2026

JOHCM appoints Josh Herson as Fund Manager, joining the UK Equity Income team alongside James Lowen and Clive Beagles.

Press Release

J O Hambro Capital Management introduces a new range of share class options

Article | 02 Dez. 2025

J O Hambro Capital Management (JOHCM) today announces a series of share class changes across its UK OEIC and Irish ICAV fund ranges, following a comprehensive review aimed at simplifying fund access for clients.

Press Release

J O Hambro Capital Management appoints Bill Street as CEO as an investment in growth

Article | 05 Sep. 2025

J O Hambro Capital Management (JOHCM) is pleased to announce the appointment of Bill Street as its new Chief Executive Officer (CEO), effective from Monday 8th September 2025.

Press Release

Perpetual appoints Marta Oudot appointed Sales Director for France and French- Speaking Europe

Article | 27 Aug. 2025

Perpetual appoints Marta Oudot to as Sales Director across French-speaking Europe.

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Insights

Emerging Markets Spotlight – June 2026

How AI, GLP-1s and de-globalisation are reshaping growth, value and quality

Energy Resilience: The Next Long-Term Investment Theme

Emerging Markets Spotlight – May 2026

Read our latest press releases

Josh Herson appointed to JOHCM UK Equity Income Team

J O Hambro Capital Management introduces a new range of share class options

J O Hambro Capital Management appoints Bill Street as CEO as an investment in growth

Perpetual appoints Marta Oudot appointed Sales Director for France and French- Speaking Europe

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