JOHCM Global Emerging Markets Opportunities Strategy
Size
GBP 2.41bn
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 Apr 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.
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