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Morningstar’s Q2 2025 Asia Investment Outlook - Way of the Tai Chi: Channeling threats into
opportunities in Asia…

Kai Wang, Chelsey Tam, Arvind Subramanian, Sam Hui

Having gotten off to a rocky start in 2025, China markets are now top-of-mind for investors as many are figuring out whether U.S. ‘exceptionalism’ is on the
wane. The emergence of DeepSeek was a double-edged sword for global markets, where we witnessed a sell-off in AI stocks in the U.S, while Chinese tech
stocks recovered significantly and presented themselves as a viable option to the Magnificent Seven. At the same time, ongoing geopolitical uncertainties ……

2 days ago| 57 mins

JOHCM UK Equity Income Fund Q2 2025 Update…

Clive Beagles, JOHCM UK Equity Income – James Lowen, JOHCM UK Equity Income

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2025 and outline the positioning of the fund.…

Apr 23 2025, 12:00pm UTC

JOHCM UK Equity Income Fund Q1 2025 Update…

Clive Beagles, JOHCM UK Equity Income – James Lowen, JOHCM UK Equity Income

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2024 and outline the positioning of the fund.…

2 months ago| 51 mins

UK Outlook: The Radical Centre…

James Lowen, JOHCM UK Equity Income – Mark Costar, JOHCM UK Growth, JOHCM UK Dynamic

What are the prospects for the UK when the state is once again becoming an active player in the economy?…

4 months ago| 27 mins

Morningstar's Q1 Asia Investment Outlook…

Kai Wang, Kazunori Ito, Arvind Subramanian, Samuel Lo

Join Morningstar’s Kai Wang, Asia Equity Market Strategist, Kazunori Ito, Director, Equity Research, Arvind Subramanian, Senior Analyst, Manager Research,
and Samuel Lo, Associate Director, Manager Research, as they explore key investment themes and opportunities for 2025, despite ongoing tariff risks and
macroeconomic concerns. They'll also review the performance of Asian equities YTD 2024, highlight undervalued sectors, and introduce new additions to th……

3 months ago| 55 mins

JOHCM UK Dynamic Insight & Outlook…

Vishal Bhatia and Tom Matthews

Vishal Bhatia and Tom Matthews will be discussing the current positioning of the JOHCM UK Dynamic strategy and provide insights into the current UK
environment and outlook.…

2 months ago| 32 mins

Two Europes – Value and Change in European Equities…

Paul Wild, JOHCM Continental European – Robbie Wouters, JOHCM European Select Values

A new narrative is building around change and opportunity in Europe, the story of a re-energised, forward-looking economy – where’s the value, where’s the
growth?…

10 months ago| 32 mins

US Election Special: Another World Order?…

James Syme, JOHCM Global Emerging Markets Opportunities – Ben Leyland, JOHCM Global Opportunities, JOHCM International Opportunities

Following an era-defining election, where should equity investors go for the best opportunities?…

5 months ago| 28 mins

JOHCM UK Equity Income Fund Q2 2024 Update…

Clive Beagles and James Lowen

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2024 and outline the positioning of the fund.…

9 months ago| 48 mins

Global Growth to UK Value…

Clive Beagles, James Lowen – JOHCM UK Equity Income

Why has Japan surged but not the UK? What are the signs of pending change?…

11 months ago| 47 mins