After a strong run of performance, we ask Philip Wolstencroft, Manager of the Artemis SmartGARP European Equity Fund, if it’s time to take profits in European banks amid interest rate cuts.

Toby Gibb says that with the attractions of smaller, domestically oriented European companies routinely going unnoticed, the sheep appear to have had the wool pulled over their eyes.

“The Art of War” and “The Art of the Deal” may have been written many centuries apart, but together could offer an insight into how the current tariff friction will play out.

While credit spreads look superficially tight today compared with their widest ever levels, Stephen Snowden says there is more to this metric than meets the eye.

Credit spreads have narrowed recently, which has concerned some investors. Artemis’ Head of Fixed Income Stephen Snowden argues that spreads are at their long-term average and corporate bonds are still offering value in a changing risk environment.

The FTSE 100 may be our flagship stock market, but it offers relatively little exposure to the domestic economy. If you really want to push up your exposure to the UK, William Tamworth recommends looking down.

Trump’s ‘One Big, Beautiful Bill’ has narrowly passed its first hurdle in the House of Representatives. Artemis’ Chris Kent explores the implications of the wide-ranging bill as it makes its way through the Senate.