There are 12 item(s) tagged with the keyword "J O Hambro Capital Management".
Displaying: 1 - 10 of 12
Are we overly pessimistic on the underlying resilience of the UK economy? Are we reading too much into headline inflation and over-discounting
Decisive monetary policy has brought inflation under control in Mexico and Brazil,helping to lift the value of their currencies and support growth
How can UK investors benefit from positive demographic tailwinds in emerging markets?
Recent market gyrations serve as a reminder to investors that the fallout of low interest rates has only just begun
People, rather than technology, are likely to lead in emerging markets
Sustainability is critical to the economy, but the economy is equally critical to sustainability
Recent moves within the asset class reveal interesting patterns that may point to potential risk opportunities
From compressing the price side of the P/E equation, investors are increasingly fretting over earnings, marking down any company that hints of cyclicality.
A number of capital cycles are turning. Investors need to shift their focus towards sectors which have been overlooked.
Displaying: 1 - 10 of 12