Asset managers shared their thoughts on how to position themselves amid higher inflation and slower global growth at the recent FSA Spotlight On: Equities event.
Tag: J O Hambro Capital Management
Managers start to flag rising US-China tensions
Tariff escalation and alleged espionage by China are raising significant concerns for Value Partners, JO Hambro and UBP.
FSA Investment Forum Manila: The Asian consumption theme
In a video interview, JO Hambro’s Samir Mehta answers three questions related to Asia ex-Japan equities.
Four perspectives: Samir Mehta
The second perspective is from Samir Mehta, senior fund manager at J O Hambro Capital Management, who’s presentation at the Forum was titled “The US dollar, credit excesses, Asian equities and well-managed businesses”
