Emerging Markets Spotlight – June 2026






Senior Fund Managers James Lowen and Clive Beagles, together with Fund Manager Josh Herson, provided an update on how geopolitical developments, inflation trends, and interest‑rate dynamics are influencing equity markets and income opportunities. The team reviewed recent fund performance, current portfolio positioning, and discussed the potential impact of developments in the Middle East on market valuations and sector outlooks. They also outlined how UK equity valuations compare globally and how the portfolio is positioned to deliver sustainable income and long‑term capital growth.
JOHCM appoints Josh Herson as Fund Manager, joining the UK Equity Income team alongside James Lowen and Clive Beagles.
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.
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.
Perpetual appoints Marta Oudot to as Sales Director across French-speaking Europe.
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