Are returns from US stocks doomed to lag those from their global counterparts as economies reopen and as industrial production surges? Artemis’ CIO, Matt Beesley, and head of US equities, Cormac Weldon, answer this and other key challenges for US equities.
Companies around the world have developed effective Covid vaccines. So why have they not been leading the stockmarket’s recovery? Simon Edelsten looks at the challenges they face; and gives his outlook for the healthcare sector.
A year on from the lows of March 2020, what are the main risks for markets in the remainder of 2021? Matthew Beesley, Artemis’ CIO, goes through five themes which could dominate the coming months.
Records suggest that thematic funds often struggle to perform consistently well. Yet, Alex Illingworth believes building equity portfolios around themes can yield consistent returns - if managed efficiently. He shares the seven factors he believes are key to successful thematic investing.
As US equities stand at or near their all-time highs, Cormac Weldon shares three reasons why he still views the asset class as attractive. He explains why for the active manager there is still an abundance of reasonably priced companies with promising prospects.
By many measures American equities look expensive, but Simon Edelsten believes there’s still value to be found in the US. He argues that beyond the mega-caps, there are many reasonably priced stocks with promising business cases.
Most of 2020 was difficult for UK equities, but a positive shift since November has raised optimism. Artemis’ equity income team answer the three main questions on investors’ minds as they begin to reconsider their underweights to the asset class. They examine what the Brexit deal could mean for the economy and discuss which sectors may undergo most change. The fund managers conclude with an overview of the risk factors that could impact returns this year.
Everybody is hoping that 2021 is less ‘eventful’ than 2020. But what are likely to be the dominant investment themes? Artemis’ CIO, Matthew Beesley, takes us on a graphical tour of what he’ll be looking out for this year.
After an eventful and volatile year for the US market, Cormac Weldon sees the opportunities for 2021 shaping up in different ways. In his outlook, he discusses how pent-up demand from consumers and low inventories should encourage economic growth in the US.
2020 has been a year of extremes and the unexpected. But there are reasons to be more optimistic about the prospects for emerging markets in 2021.
The announcements of what would appear to be positive news regarding the efficacy of vaccines against Covid-19 has encouraged markets. The UK, which contains a preponderance of sectors that were negatively affected by the virus, has been the forefront of this rally, having outpaced the likes of the US and Europe.
After what has been an eventful and volatile year for the US market, we see the opportunities for 2021 shaping up in different ways.
The UK stockmarket led the rally in world markets last month – something that has not been the case in many years. This is not (yet) the long-yearned for return of the overseas investor, but rather that the UK has in its make-up a higher proportion of stocks and sectors that all have loved to hate since the vote for Brexit and before. Witness the fact that in the space of a few weeks, comments on the UK’s deficiency of tech stocks has been replaced with an interest in a fund’s weighting to banks.
The ‘relief rally’ following the result in the US election and announcements of vaccines were just a hint of what could be to come for US equities, as Cormac Weldon explains
Artemis Income Fund co-managers Nick Shenton and Andrew Marsh, believe that the harsh scrutiny applied to the characteristics of UK companies this year has led to a ‘fitter’ market of dividend payers. Here they explain why they think disruption in markets has helped them build a stronger portfolio with improved sustainability of dividends.
Adrian Frost discusses the impact of dividend cuts on returns and addresses when investors might see dividends growing again. He also explains why he believes M&A activity in the UK will pick up considerably post Brexit.
The dispersion between growth and value stocks is at its widest for decades. But this masks a number of nuances around how stocks are categorised, as Matthew Beesley explains.
The dispersion between growth and value stocks is at its widest for decades. But this masks a number of nuances around how stocks are categorised, as Matthew Beesley explains.
Successful companies may always be tempted to diversify their businesses. But Simon Edelsten cautions that this may not help them cope with today’s changing tides. He explains why investors should watch out when companies move away from their niche.