Artemis European Opportunities: Seeking resilient earnings …
The indiscriminate sell-off in equities has created opportunities in high-quality stocks. Laurent Millet, co-manager of the Artemis European Opportunities Fund, talks to Ross Leckie.
Artemis High Income: What's in the price?
Following the volatility in high-yield bonds, are the risks now reflected in prices? Alex Ralph, manager of the Artemis High Income Fund, gives her views.
Artemis: What does 2019 hold for global equities?
With higher US interest rates, trade wars and European politics, investors have had much to contend with in 2018. Peter Saacke, Artemis’ CIO, discusses the possible catalysts that could encourage investors to reassess the risk and reward in certain areas.
Artemis: Outlook for European equities
After 10 years of loose monetary policy, companies are adapting to tightening conditions. Paul Casson, manager of the Artemis Pan-European Equities Fund, discusses his outlook for 2019. He believes the end of quantitative easing is the biggest challenge companies are facing. Those with high debt will find the environment particularly difficult. In the face of this, Paul is finding ample opportunities in the short book.
Artemis: Outlook for US equities
Cormac Weldon, head of US equities at Artemis, gives his outlook for 2019. Growth in the US economy and in earnings is still expected to be robust. But higher interest rates and trade tariffs pose considerable risks. Cormac and his team are focussing on companies that can thrive independently of the economic cycle.
Artemis: Risks in investment grade…
Although the rhetoric from the US Federal Reserve has softened, US interest rates and bond yields are still going up. But James Foster, manager of the Artemis Strategic Bond Fund, is more wary of investment-grade credit than of government bonds. In this video, he explains why …
Artemis: Opportunities in emerging markets
2018 has been a difficult year for investors in emerging-market equities. Challenges have included a stronger US dollar and a weaker Chinese economy. This volatility has produced some interesting opportunities. In this video, Raheel Altaf, manager of the Artemis Global Emerging Markets Fund, discusses how many of the risks are already reflected in share prices.
Artemis: Looking beyond Brexit …
Continuing uncertainty over Brexit has sent UK equities to very low valuations vs. other markets and their own history. This is creating some interesting opportunities for investors with a longer-term approach. In this video, two of the managers of the Artemis Income Fund discuss how they are looking beyond short-term uncertainty and applying their cashflow-based process.
Artemis US Smaller Companies: How the fund is positioned …
Cormac Weldon, manager of the Artemis US Smaller Companies Fund, is positioning his fund towards companies that benefit from the strength of the domestic economy.
Artemis UK Smaller Companies: How the fund is positioned …
Mark Niznik, manager of the Artemis UK Smaller Companies Fund, discusses the opportunities in smaller companies following the recent sell-off. He continues to concentrate on investing in high-quality companies with recurring cashflows and little debt.
UK equities: Opportunity in domestic earners …
Derek Stuart, manager of the Artemis UK Special Situations Fund, remains confident about the longer-term prospects for the stocks he holds. In the short term, concerns over Brexit are depressing the share prices of domestic earners.
Contrarian about UK equities …
While global investors shun UK stocks, William Littlewood, manager of the Artemis Strategic Assets Fund, believes they now offer value. He weighs up the opportunities and risks in the UK market with Artemis’ Ross Leckie.