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Mark Niznik and William Tamworth talk about some of the reasons for the Artemis UK Smaller Companies Fund’s top-quartile returns this year, including takeover bids and the surprising resilience of the UK consumer.

At the start of the year, many analysts predicted a recovery in China could support the global economy. While the recovery has failed to materialise, Raheel Altaf, manager of the Artemis SmartGARP Global Emerging Markets Equity Fund, believes it may only be the timing of the prediction that was wrong.

Alex Stanić, lead manager of the Artemis Global Select Fund, says that to call all banks cyclical is a generalisation: in selective emerging markets with low penetration of financial products, there is a clear long-term opportunity.

Getting to net zero will demand trillions of dollars of private-sector capital. But financial returns and positive environmental impacts need to be complemented by outcomes that support the needs of society, give communities affected by the energy transition a voice – and a share in the profits. The drive to net zero should not come at any cost.

Investors often assume that ‘special situations’ refers to companies in turmoil that represent high risk, but this is not so. The Artemis UK Special Situations team explain how using the 3 R’s – rehabilitation, recovery and revitalisation – can highlight why their capacity to improve makes these companies ‘special’.

Andy Marsh and Jacob de Tusch-Lec say that whether income investors are analysing UK or global businesses, they should focus on a company’s cashflow rather than how much it is yielding.

Despite being a bond manager, Artemis’ Head of Fixed Income Stephen Snowden has always preferred to buy equity funds for his personal portfolio. But with good-quality short-duration bonds generating more than 6% a year, he says it makes sense to lock these yields in.

Andy Marsh and Nick Shenton, co-managers of the Artemis Income Fund, will discuss the investment process that has generated long-term returns, current investment ideas in the portfolio, and explain how the fund offers access to the global profits of UK plc at currently depressed valuations.