Some firms can transfer higher costs of materials and labour to their consumers, while others can’t. Simon Edelsten looks at how two disparate sectors – beauty and railroads – are coping with inflation.
He may no longer be President, but tax rules introduced by Trump are contributing to a shift in population towards the southern states. Cormac Weldon highlights three companies that are quietly benefiting.
Markets habitually underestimate the power of disruptive, exponential growth. Neil Goddin explains why this matters – and why it provides Artemis’ impact equities team with an opportunity…
Simon Edelsten explains how the Global Select Fund’s thematic approach should help identify the next decade’s winners – as it did in the last.
The stockmarket is prone to bubbles and crashes. Craig Bonthron explains how the Artemis impact equities team seeks to reduce its exposure to those crises by seeking idiosyncratic sources of return.
The world is warming. Slowing that process is (finally) humanity’s priority. But adapting to the changes in our climate that are already ‘baked in’ can also save lives… Ryan Smith, of Artemis’ impact equities team, explains how Everbridge can help.
The firm hand of central government has helped drive China’s economic success. But state intervention can also undermine companies’ prospects. Simon Edelsten weighs up the risks for investors.