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Swetha Ramachandran of the Artemis Funds (Lux) – Leading Consumer Brands Fund says onerous rules around which whisky is allowed to call itself ‘Scotch’ ensure established producers won’t be undercut by competitors who scrimp on costs or shift production to regions where labour is cheap.

Living fast and dying young may help rock stars achieve legendary status, but these traits are much less appealing when exhibited by potential investments, according to Mark Niznik of the Artemis UK Smaller Companies Fund.

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.