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