There are 114 item(s) tagged with the keyword "Artemis".
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AI has turned many markets on their head this year and high yield is no exception.
Analyst Anna Pugh notes worrying similarities between the financing of AI data centres today and sub-prime mortgages in 2007.
Human beings’ tendency to look on the bright side is something of an evolutionary necessity – but it can lead them to overlook investment risks.
A tactical approach to portfolio positioning can allow investors to take advantage of any seasonal weakness in high yield.
William Tamworth had no idea Russia was going to invade Ukraine in 2022 – so why did he hold companies that make warships, armoured vehicles and ordnance?
Every company listed on the stock market will be affected by AI in some way. Artemis US Select manager Cormac Weldon runs through the implications for investors.
Olivia Micklem responds to some of the most common questions she currently receives.
From AI to interest rates, the themes driving the US equity market are creating more winners and more losers.
Despite strong gains in technology and emerging markets, Artemis still sees opportunities where company earnings are improving but share prices have yet to fully reflect this. China and Brazil are highlighted as areas where valuations remain attractive.
The article looks at the risks of having so much of the US market concentrated in a small number of large technology companies. Artemis instead looks for attractively priced companies that are improving, with opportunities also being found outside the largest names.
Displaying: 1 - 10 of 114