The pros and cons of AI and how to invest in the trend
Artificial Intelligence (AI) is not new. In fact, it’s even older than me (no, really). It dates...
JOHCM Global Opportunities
Will the US bull market continue?
It’s been an interesting year in the US so far. There have been three sizable regional bank...
Funds that beat their peers in 2022
2022 has been a difficult year for most asset classes. War in Europe, persistently high inflation...
adviser only
A global approach – the simple answer to uncertainty?
This article first appeared in the November 2022 edition of Professional Paraplanner What’s the...
Are better times ahead for technology stocks?
When a young Isaac Newton witnessed an apple falling from a tree in the late 1600s, it inspired him...
adviser only
Recession-proofing your portfolio
This article first appeared on octomembers.com on 23 September 2022 You know we’re in bother when...
A five-minute guide to what is happening in UK equity, bond and currency markets
To say it’s been a momentous week in UK stock, bond, and currency markets, is putting it mildly. The...
What a strong US dollar means for UK investors
Last week, sterling fell to $1.13 against the US dollar – a level not seen since 1985. Why? Because...
adviser only
How we allocate to… global equities
This article first appeared on Portfolio Adviser on 4th August 2022 The gospel of diversification is...
206. We’re now operating in a financial world we’ve not seen for decades
JOHCM Global Opportunities manager Ben Leyland explains why markets have been abnormal since the...
adviser only
Is going global the best way to defend in uncertain times?
This article first appeared on Octomembers on 18th July 2022 At the start of the year, I said we’d...
The benefits of investing globally
Just as many British people prefer to holiday abroad than in the UK, it now seems that they also...
What is a bear market and how does it impact my wallet?
The January Barometer, created in 1972, is the theory that stock market performance in January...
Best performing funds in the first half of 2022
As stock and bond markets continue to struggle against a background of high inflation and rising...
Have defence stocks turned from sinner to saint?
Until very recently, defence companies were a bit of a taboo subject in the investment world....