Emerging Markets Equities

Bubbles, AI hype and the second law of dialectics

Article  | 23 Sep 2026 
Dr Ivo Kovachev

Dr Ivo Kovachev

The recent unwind in AI-related equities offers a timely reminder of the risks of speculative excess. Drawing on lessons from past market cycles, we explore how compelling narratives, abundant liquidity and leverage can distort valuations, and why experience, rigorous due diligence, valuation discipline and risk management remain essential when markets ultimately reconnect with fundamentals.

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Josh Herson appointed to JOHCM UK Equity Income Team

Article | 05 Jan 2026

JOHCM appoints Josh Herson as Fund Manager, joining the UK Equity Income team alongside James Lowen and Clive Beagles.
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J O Hambro Capital Management introduces a new range of share class options

Article | 02 Dec 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.
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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.

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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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