UK Outlook: The Radical Centre

Professional investors only. This is a marketing communication. Please refer to the fund prospectus and to the KIID / KID before making any final investment decisions. The investment promoted concerns the acquisition of shares in a fund and not the underlying assets. Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The information in this article does not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any funds or strategies described in this article; nor shall this article, or any part of it, or the fact of its distribution form the basis of, or be relied on, in connection with any contract.
Source: JOHCM (unless otherwise stated.)
UK Equity Income Bulletin – June 2026
From shifting political dynamics to compelling stock opportunities, this month’s bulletin explores how the Fund is uncovering value across the UK market while delivering income and long-term growth potential.
UK Equity Income Bulletin – May 2026
Resilient markets and attractive valuations support a differentiated UK income strategy.
JOHCM UK Equity Income Quarterly Webinar Q1 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.
UK Equity Income Bulletin – April 2026
Geopolitical shocks drive dislocation, widening valuation gaps across UK equities despite resilient underlying company fundamentals.
Under the Bonnet – Q1 2026
As uncertainty rises and AI reshapes markets, where are opportunities emerging? Explore how a transformation-driven approach uncovers mispricing and long-term advantage in complex markets.
JOHCM UK Dynamic Quarterly Webinar Q1 2026
Fund Managers Vishal Bhatia and Tom Matthews discussed how increasingly “black and white” equity markets- where capital is concentrating in a narrow group of companies—are creating a broader opportunity set for active investors. They reviewed first‑quarter performance and highlighted business transformation opportunities that have the potential to unlock recurring shareholder value.
JOHCM UK Dynamic Quarterly Webinar Q4 2025
Explore key insights from the UK Dynamic Quarterly Update, covering portfolio positioning, shifting sentiment, and resilient stock selection amid uncertainty.
Under the Bonnet: 2025 Recap and 2026 Outlook
A review of 2025’s equity resilience and what shifting fundamentals, valuations, and politics mean for markets in 2026.
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