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Global equities managers Alex Stanić, Natasha Ebtehadj and Swetha Ramachandran reveal where they expect to find the biggest investment opportunities in 2024 and how they plan to make the most of them.
 

With interest on cash so high and markets looking volatile, some investors may be tempted to put their spare money in a standard savings account. However, doing so could come with a severe long-term opportunity cost.

Artemis’ fixed income team share their three key messages for 2024.

1. Bonds of almost every variety are a ‘buy’
2. High-yield bonds are attractive under almost any economic scenario
3. Changing market conditions make taking an active, bottom-up approach to bond markets a necessity

Raheel Altaf, manager of the Artemis SmartGARP Global Emerging Markets Equity Fund, explains why he is overweight China despite the well-publicised risks, but underweight more ‘fashionable’ regions such as India and Taiwan.

Through share buybacks, some of the best companies in the UK market are delivering compound growth in their earnings per share – and so rewarding their patient shareholders.

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.

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.