Artemis

4 May 2022
Chinese equities: Looking beyond the noise
Chinese equities: Looking beyond the noise

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.

4 May 2022
Is biodiversity undervalued?
Is biodiversity undervalued?

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.

28 March 2022
The Hunters' Talks: Global Income - focus on stocks' duration
The Hunters' Talks: Global Income - focus on stocks' duration

Jacob de Tusch-Lec discusses why global equities should be analysed for their duration in this inflationary environment.

28 March 2022
The Hunters' Talks: UK Income - time to follow the smart money?
The Hunters' Talks: UK Income - time to follow the smart money?

Nick Shenton and Andy Marsh explain why investors should pay closer attention to the opportunities in UK equities

28 February 2022
Why an active approach is required when increasing UK exposure
Why an active approach is required when increasing UK exposure

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.

2 February 2022
Webcast: UK equities in 2022: Still on an upward trajectory?
Webcast: UK equities in 2022: Still on an upward trajectory?

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.

2 February 2022
Theranos was not a feature but a bug
Theranos was not a feature but a bug

The downfall of Theranos may be a good story – but it has little to tell us about growth investing.

2 February 2022
Why have innovative growth stocks fallen so far?
Why have innovative growth stocks fallen so far?

It may not feel like it, but this is a good time to be a growth investor...

16 December 2021
US equities: unparalleled opportunities for stockpickers
US equities: unparalleled opportunities for stockpickers
  • Inflation is not just a problem for the US; it is a global phenomenon
  • Unusual economic conditions create rich opportunities for stockpickers
  • Companies in the US are harnessing technology to improve financial returns
15 December 2021
Global equities: beyond the end of free money
Global equities: beyond the end of free money
  • Volatility seems destined to increase in 2022
  • The success of a small group of mega caps has masked weakness in more speculative corners of the equity market
  • As policy is tightened, more ‘mini bubbles’ will burst
26 November 2021
Getting inflationary investment back on track
Getting inflationary investment back on track

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.

26 November 2021
Sometimes it's good when investments head south
Sometimes it's good when investments head south

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.

29 September 2021
Exponential thinking: From one to 281 trillion in 48 moves...
Exponential thinking: From one to 281 trillion in 48 moves...

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…

29 September 2021
Webcast: The next decade of global investing ...
Webcast: The next decade of global investing ...

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.

14 September 2021
Investing amid 'crises of un-differentiation'
Investing amid 'crises of un-differentiation'

The stockmarket is prone to bubbles and crashes. Craig Bonthron explains how the Artemis impact equities team seeks to reduce its exposure to those crises by seeking idiosyncratic sources of return.

8 September 2021
In a climate emergency, forewarned is forearmed
In a climate emergency, forewarned is forearmed

The world is warming. Slowing that process is (finally) humanity’s priority. But adapting to the changes in our climate that are already ‘baked in’ can also save lives… Ryan Smith, of Artemis’ impact equities team, explains how Everbridge can help. 

2 September 2021
Could investors lose faith in Beijing?
Could investors lose faith in Beijing?

The firm hand of central government has helped drive China’s economic success. But state intervention can also undermine companies’ prospects. Simon Edelsten weighs up the risks for investors.

13 July 2021
Global dividends now?
Global dividends now?

In a market where growth has outperformed value for over a decade, Jacob de Tusch-Lec discusses the significant change in style factors leading the market now. In conversation with Artemis' CIO Matthew Beesley, Jacob explains that while dividend yields are compressed overall, there are attractive pockets of opportunity for the active investor.

6 July 2021
Are UK companies misunderstood?
Are UK companies misunderstood?

The UK market tends to be maligned for its narrow focus. But UK equity income manager, Nick Shenton, believes this stigma means investors may be overlooking the opportunity to invest in undervalued UK businesses with potential for growth.

22 June 2021
Global Select - The first 10 years....
Global Select - The first 10 years....

The Artemis Global Select Fund is celebrating its 10th Anniversary. Simon Edelsten looks back at how its themes have performed over the last decade.