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.