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 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.
The impact of the US midterms …
Politics continues to have a heavy influence on US equities at present. Now we have the results of the midterm elections, Cormac Weldon, manager of the Artemis US Select Fund, considers the outlook from here.
Artemis’ Cormac Weldon: Where next for US equities?
Cormac Weldon, head of Artemis’ US team, discusses whether the increased confidence prompted by Trump’s victory will translate to faster economic growth.