Despite a recent escalation of tensions around trade, consumer confidence in the US remains high. In this webcast, Cormac Weldon, Artemis’ head of US equities, will share his outlook on the US economy and stockmarket and talk about which companies, small and large, he believes will be resilient should growth slow.
Valuations of a number of traditional ‘safe-haven’ stocks are high. If not at ‘expensive defensives’, where should investors be looking? Simon Edelsten, manager of the Artemis Global Select Fund considers the options.
While not imminent, a recession feels more likely than it once did. James Foster, manager of the Artemis Strategic Bond Fund, considers what the yield curve is telling us…
Simon Edelsten, manager of the Artemis Global Select Fund, outlines his views on the global equity market and explains how the fund is positioned.
Raheel Altaf, manager of the Artemis Global Emerging Markets Fund, explains why the asset class offers opportunities for value investors.
Could now be a good entry point into emerging markets or could they be a ‘value trap’? This article considers where the opportunities might be found and how the Artemis Global Emerging Markets Fund is positioned.
Peter Saacke
29 October 2018
Have smaller companies peaked? So far this year, US small-cap companies have outperformed large-caps. Despite the rerating, we still believe that smaller companies are attractive. Here we outline why.
Jacob de Tusch-Lec and James Foster, managers of the Artemis Monthly Distribution Fund, talk about the need for a cautious approach to income.
Global tariffs will inevitably have an impact on corporate earnings. But how should investors react? Artemis’ fund managers give their views…
Simon Edelsten, manager of the Artemis Global Select Fund, explains how US tariffs on imports from China may affect global markets – and present opportunities.
The end of unconventional monetary policy is affecting financial markets in complex and unpredictable ways. In this article Jacob de Tusch-Lec examines the implications – and how the fund is positioned to benefit.
As central banks raise interest rates, how will equities and bonds be affected? Here we give an explanation. We also explain duration – and why it matters – and what tools can help mitigate some of this risk.
James Foster and Jacob de Tusch-Lec, managers of the Artemis Monthly Distribution Fund, discuss why investors seeking income must proceed with caution – and what that means for their fund.
Simon Edelsten, manager of the Artemis Global Select Fund and Mid Wynd International Investment Trust, explains how new technology is changing the market for media and what that means for the funds.
Cormac Weldon, Artemis’ head of US equities, looks at how tax cuts may affect the US economy and corporate earnings.
Cormac Weldon, manager of the Artemis US Select Fund, shares his views on US equities with Ross Leckie.
As automation extends its range of applications and productivity, more companies are profiting from using it. So where is best to invest? Simon Edelsten, manager of Artemis Global Select Fund, discusses
The improved fundamentals of emerging markets warrant a more optimistic approach to investing. Raheel Altaf, manager of the Artemis Global Emerging Markets Fund, explains why.
If President Trump has any success in reducing taxes, he will boost an economy that is already performing well. The consequence is likely to be inflation. James Foster, fund manager of the Artemis Strategic Bond Fund, explains why.