Cormac Weldon, US equities manager, explains why he believes the pandemic has amplified the potential for certain companies to disrupt established industry practices. He also addresses the impact of stimulus from the Federal Reserve and give his views on the outlook for the US economy.
Global equities manager Simon Edelsten looks to history to guide his fund through the pandemic. He discusses the themes driving his stock selection and how he is using lessons from the Japanese market to help predict the longer-term effects of Covid-19 on global stocks.
James Foster looks at the consequences of the crisis for bond markets. He discusses why inflation will likely tick up in future years and how this could impact yield curves – and what this means for returns from bonds.
Artemis’ global equities manager, Alex Illingworth, addresses concerns that sustainable investing could be abandoned in the current volatile conditions. He examines the impact of each of the three ESG factors on recent performance and argues that sustainable investing is still prudent – even in a crisis.
Investors must consider the lessons of past downturns as they look to the future. Global equities manager Simon Edelsten looks at lessons learnt in the 1970s and explains how the seeds of positive change are often sown in the depths of crisis.
Last week the Fed announced its $2.3 trillion package to support the US economy during the crisis. In this article, James Foster and Alex Ralph, managers of the Artemis Strategic Bond Fund and the Artemis High Income Fund, discuss what the Fed’s new measures mean for bond markets and how they have positioned their portfolios.
Over the last week, dividend cheques that were once expected to land on the doormat have instead been disappearing back out through the letterbox. Dividend cuts, postponements and cancellations abound.
Thoughts from Artemis fund managers as we stand now.
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...