There are 146 item(s) tagged with the keyword "Artemis".
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Since Liz Truss and Kwasi Kwarteng’s disastrous mini budget sent a wrecking ball through the gilt market in September 2022, the ‘moron premium’ has entered common parlance, at least within financial circles. The phrase, which refers to sovereign debt yields rising because of politicians’ mistakes, was brought out of retirement and dusted off when 30-year gilt yields spiked in August and September 2025, peaking around 5.7%1.
It’s an old adage that there’s no such thing as a free lunch – somewhere down the line there’s a payment to be made. Except perhaps in the world of fixed income.
Many great thinkers through the ages have prized the concept of simplicity. Leonardo da Vinci believed it to be “the ultimate sophistication”; Albert Einstein quipped that “everything should be made as simple as possible, but not simpler”; while author William Golding concluded that “the greatest ideas are the simplest”. Then why, I wonder, do so many investment professionals try to make things so complicated?
A pressing debate for investors and asset allocators is whether corporate bond spreads are too tight. If yields are almost as high for a theoretically much safer government bond, shouldn’t they just buy gilts instead? Or even park their money in cash, given the high rates some savings accounts are paying out at present.
In this video, the team discuss how they have consistently beaten the benchmark, their investment process, what excites them about the future of UK equities and who the joker of the team is!
The Artemis SmartGARP European Equities Fund is up 33% over one year*. We ask manager Philip Wolstencroft if investors have missed the boat.
After a strong run of performance, we ask Philip Wolstencroft, Manager of the Artemis SmartGARP European Equity Fund, if it’s time to take profits in European banks amid interest rate cuts.
Toby Gibb says that with the attractions of smaller, domestically oriented European companies routinely going unnoticed, the sheep appear to have had the wool pulled over their eyes.
“The Art of War” and “The Art of the Deal” may have been written many centuries apart, but together could offer an insight into how the current tariff friction will play out.
While credit spreads look superficially tight today compared with their widest ever levels, Stephen Snowden says there is more to this metric than meets the eye.
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