There are 108 item(s) tagged with the keyword "Artemis".
Displaying: 1 - 10 of 108
Liam O’Donnell leads the Artemis fixed income team’s strategy on macro and rates. Here, he provides his thoughts on the current economic backdrop and the implications for the fixed income market.
Jack Holmes, manager of the Artemis Funds (Lux) – Global High Yield Bond Fund, says there are occasions when not only is the market inefficient, but it throws up opportunities that simply defy logic.
Investors have tended to view emerging markets as a long-term growth asset. Yet improvements to balance sheets and changes to shareholder policies now mean that many EM companies are offering attractive dividend yields and enacting share buybacks. This creates opportunities for investors looking for income as well as growth.
UK equities may be out of favour with global asset allocators, but there is one set of investors who are snapping them up at a rate rarely, if ever, seen before.
While the giant US tech stocks have dominated returns over recent years, the shares of smaller US companies have languished and are now trading at a discount to larger companies. We believe this represents a very attractive entry point to one of the world’s most vibrant economies.
Vital components used in consumer electronics and internet infrastructure could soon be in short supply, but demand could be about to rise. Will Warren, US equity manager, reveals how the team are playing this imbalance in their portfolios.
Historically, investors would access China through Western companies. Now, we are seeing the rise of domestic brands across a wide variety of industries, including electric vehicles. Raheel Altaf, emerging markets fund manager, explains why this should encourage investors who have not invested in emerging markets for some time to reconsider potentially outdated perceptions of the opportunity set in this arena.
Challenging macro conditions haven’t got in the way of a recent equity rally. Paras Anand, Chief Investment Officer at Artemis, reveals what has been propping up the market – and why the picture can continue to improve.
The UK has been out of favour among international investors ever since 2016’s referendum on membership of the EU. But Artemis’ fund managers think this could be the year that all changes.
Natasha Ebtehadj, global equities fund manager, says that by investing billions of dollars in infrastructure, digitalising its finance system and reducing bureaucracy, India has overtaken China as investors’ favourite emerging market. But with valuations looking stretched, what is the best way to approach it?
Displaying: 1 - 10 of 108