Could the outlook for the UK be less bearish than many believe? Artemis’ UK equity managers will discuss their views with Darren Winder of Lazarus Economics.
Jacob de Tusch-Lec examines the ‘old economy’ stocks that are fighting back. Could these old-world stocks be better placed to reward their shareholders as monetary tightening takes hold?
Great progress has been made in measuring ESG factors at companies, but details are often lost. Grace Le explains how the fixed income team does its own groundwork to decide which companies are investable.
Share buybacks are an increasing feature in UK markets and can often be a smart use of a company's capital. So is it always win-win or are there other...
Investors in China have contended with internal and external challenges over recent months, which have put pressure on Chinese equities. Yet some areas of the market have performed well. Raheel Altaf and Peter Saacke explain where they have found attractive opportunities and why they expect to find more in overlooked areas.
Humankind is starting to understand that nature makes an immense contribution to our economy as well as our wellbeing. Satellite monitoring offers one way to protect biodiversity and monitor global supply chains.
Jacob de Tusch-Lec discusses why global equities should be analysed for their duration in this inflationary environment.
Nick Shenton and Andy Marsh explain why investors should pay closer attention to the opportunities in UK equities
Many UK companies are more digitally savvy than investors expect. Artemis Income’s Andrew Marsh explains why an active approach is necessary to gain exposure to these exciting, technology-driven companies.
Ed Legget, UK equities manager, will give his outlook for the coming year and examine what inflation could mean for the financial health of the UK consumer.
The downfall of Theranos may be a good story – but it has little to tell us about growth investing.
It may not feel like it, but this is a good time to be a growth investor...
Some firms can transfer higher costs of materials and labour to their consumers, while others can’t. Simon Edelsten looks at how two disparate sectors – beauty and railroads – are coping with inflation.
He may no longer be President, but tax rules introduced by Trump are contributing to a shift in population towards the southern states. Cormac Weldon highlights three companies that are quietly benefiting.
Markets habitually underestimate the power of disruptive, exponential growth. Neil Goddin explains why this matters – and why it provides Artemis’ impact equities team with an opportunity…
Simon Edelsten explains how the Global Select Fund’s thematic approach should help identify the next decade’s winners – as it did in the last.