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Valuations of a number of traditional ‘safe-haven’ stocks are high. If not at ‘expensive defensives’, where should investors be looking? Simon Edelsten, manager of the Artemis Global Select Fund considers the options.

While not imminent, a recession feels more likely than it once did. James Foster, manager of the Artemis Strategic Bond Fund, considers what the yield curve is telling us…

The trends we described last quarter - rising interest rates, tightening liquidity conditions and trade protectionism remained evident in Q3. On top of this we observed runs on a number of emerging market currencies (Argentina and Turkey in particular) which caused a degree of contagion to all other emerging market currency and stock markets.

A major study released last month found that non-retired UK investors are saving a higher proportion of their income for retirement than many parts of Europe. Before we start celebrating, there are two important points to consider.

Portfolio Manager Pek Ng, Research Analyst Ian Samson, and James Bateman, Chief Investment Officer, explain their positioning and the need to be more active on equities.

It’s understandable why the tech sector has held much appeal but here we outline why we have been more hesitant about owning Big Tech stocks.

With many household retail names coming under scrutiny in recent months, are there opportunities to be found by the discerning bond investor?

Volatility returned in February, but not the kind of volatility we have been used to for much of the period since the financial crisis.