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.
Global equities: Supported by corporate earnings…
Peter Saacke, manager of the Artemis Global Growth Fund, has increased the fund’s weighting in the US to its highest level for several years. He particularly favours US housebuilders. Elsewhere, he has been adding to oil stocks in both developed and emerging markets.
Global markets: Assessing the risks...
Nine years into the bull run in equities, corporate earnings are still strong enough to support markets. But more risks are emerging. Peter Saacke discusses the possible impacts of trade wars, political upsets in Europe and slowing growth in China.
Emerging market equities: Sentiment has turned …
Fundamentals are improving and valuations are attractive. Peter Saacke and Raheel Altaf, managers of the Artemis Global Emerging Markets Fund, have a positive outlook.