Global equities: Slower but still healthy on the whole…
The global economy is slowing but Simon Edelsten, manager of the Artemis Global Select Fund and the Mid Wynd International Investment Trust, argues that slow growth is still healthy growth. Here he describes how his macro views are impacting his investment decisions.
Investing in equities: the world of the optimist
2018 was the fifth worst year in 40 years for UK equity markets. Does Ciaran Mallon, UK Equities Fund Manager, think there is room for more optimism as we move into 2019? Watch Ciaran as he explores: The main drivers behind the difficulties of 2018 How the macroeconomic backdrop influences his portfolio positioning Why he currently finds the utilities sector attractive Investment risks The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. When making an investment in an investment trust you are buying shares in a company that is listed on a stock exchange. The price of the shares will be determined by supply and demand. Consequently, the share price of an investment trust ay be higher or lower than the underlying net asset value of the investments in its portfolio and there can be no certainty that there will be liquidity in the shares. Important information Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice. Issued by Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.
Investment Trust Update | 8th February
In this bulletin, The Aberdeen Standard Global Sustainability Trust launch delayed for the second time, another fund manager pulls out of the savings scheme market, and the trends likely to shape investment trusts in 2019.
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: 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.
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.
Global Select: All about earnings…
Despite Trump’s tariffs, rising bond yields and fractious politics, equities’ bull run carries on. Simon Edelsten of the Artemis Global Select Fund shares his views.
Income | Investment Trust Outlook
Are equity markets expensive and if so what should fund managers be doing with your money? On the panel to discuss in this Investment Trust Outlook are: Tony Foster, Manager, Diversified Income and Growth Trust, Aberdeen Standard Investments Cristina Dondiuc, Associate Investment Director, Fidelity International Ciaran Mallon, UK Equities Fund Manager, Invesco Perpetual Learning outcomes: How fund managers are reacting to current valuations in developed equity markets How fund managers are factoring in political risks: from trade wars to the results of Italy's election Outlook from inflation and its influence on stock selection in portfolios
The return of volatility
Global stock markets have seen some wild swings this week marking a return of volatility to equity trading after years of calm.
What is the case for investing in equities?
Asset TV Investor caught up with Paul Niven, manager of Foreign & Colonial Investment Trust at the annual Winterflood conference to discuss the outlook for global equities.