Rosanna Burcheri explains why company market calls offer a good reminder of the resilience of many companies and present an opportunity to gauge investor sentiment…
Sudden falls in markets have pushed investors into selling up. In an article published in the FT, Simon Edelsten, co-manager of the Artemis Global Select Fund and the Mid Wynd International Investment Trust, cautions against this.
Thoughts from Artemis’ fund managers on where they stand now.
James Foster believes the answer is, unfortunately, yes. Higher inflation may be the inevitable result of the government’s new policies. Here he considers the possible impact on returns from gilts…
As ESG considerations continue to inform investors’ decisions, Rosanna Burcheri, co-manager of the Artemis Global Select Fund, discusses the merits of investment managers taking a pragmatic approach.
As passive investing continues to gain favour, Artemis discuss how active managers can exploit the price distortions caused by the passive “mechanical” investment rules.
“Our expectation is that we will need to remain nimble through 2020 as investors begin to price in new risks.”
“Ours is a cautious approach to investing. This has led us to reduce our exposure to the most fashionable stocks in recent years: their valuations have become stretched.”
For contrarian investors and for those who believe valuation multiples matter, these may seem like challenging times. But Raheel Altaf, manager of the Artemis Global Emerging Markets Fund, believes these could actually be vintage conditions for stockpickers…
As the run-up to the US election begins, Cormac Weldon, manager of the Artemis US Select Fund, looks at how political rhetoric could affect markets. What would a Trump vs. Warren contest mean for returns from US equities?
Simon Edelsten looks back at what the adoption of new technologies since the Industrial Revolution has meant for workers, societies and investors. Can history help guide investors during this period of rapid technological change?
Despite concerns of a US and global slowdown, results from earnings season were better than expected. In this article, Cormac Weldon highlights his findings and the impact on positioning...
Trade wars and a global slowdown have been top of investors’ minds recently. But has the potential impact of these factors on emerging markets’ growth been overstated? Raheel Altaf examines the facts behind the headlines…
Investors are more underweight in emerging markets than they have been for a decade. Raheel Altaf, manager of the Artemis Global Emerging Markets Fund, discusses what could cause this to change and examines some of the areas – including China – where valuations are most attractive.
After a strong rebound in the first quarter, emerging market equities were broadly flat in the second quarter.
Paul Casson, manager of the Artemis Pan-European Absolute Return Fund examines whether crowding in ‘quality growth’ stocks represents a new source of investment risk.
Simon Edelsten explains the importance of assessing a company’s benefits and costs to society when considering investment risk.
As the next US election approaches, political noise could increase, putting increased pressure on certain sectors. Cormac Weldon weighs up the risks and gives his outlook for the wider economy.
Although investors – and the Fed – may be worried about slower growth, there are still clear areas of strength in the US economy. Cormac Weldon explains how the Artemis US Smaller Companies Fund exploits them.
Cormac Weldon, Artemis’ head of US equities, outlined his views on the US market and explained how his funds are positioned.