Artemis

Adrian Frost discusses the impact of dividend cuts on returns and addresses when investors might see dividends growing again. He also explains why he believes M&A activity in the UK will pick up considerably post Brexit.

The dispersion between growth and value stocks is at its widest for decades. But this masks a number of nuances around how stocks are categorised, as Matthew Beesley explains.

The dispersion between growth and value stocks is at its widest for decades. But this masks a number of nuances around how stocks are categorised, as Matthew Beesley explains.

Successful companies may always be tempted to diversify their businesses. But Simon Edelsten cautions that this may not help them cope with today’s changing tides. He explains why investors should watch out when companies move away from their niche.

The spread between value and growth stocks is at its widest for decades. Is this an investment opportunity or an irreversible shift in the evaluation of stocks? Matthew Beesley, CIO at Artemis, explores the arguments around growth versus value during a recent webcast.

One of the most heated debates among investors is whether we are about to enter an era of inflation. Matthew Beesley, CIO, shares his view on how portfolios can be positioned for the economic environment ahead.

Simon Edelsten believes investors should choose companies that stick to what they are good at and seek to understand how much debt they are carrying.

Alex Illingworth, co-manager of the Mid Wynd Investment Trust and Artemis Global Select Fund, explains what investors may wish to look for when selecting a sustainable investment fund.

Matt Beesley, CIO, examines the traditional economist’s view that extraordinary fiscal and monetary policy have made inflation inevitable. He looks at the differing outlooks of Artemis’ managers on inflation and how they are positioning their portfolios in response.

Cormac Weldon, US equities manager, provides a brief review of this year’s tumult while also looking ahead to what else might be in store.

Cormac Weldon, US equities manager, explains why he believes the pandemic has amplified the potential for certain companies to disrupt established industry practices. He also addresses the impact of stimulus from the Federal Reserve and give his views on the outlook for the US economy.

Global equities manager Simon Edelsten looks to history to guide his fund through the pandemic. He discusses the themes driving his stock selection and how he is using lessons from the Japanese market to help predict the longer-term effects of Covid-19 on global stocks.

James Foster looks at the consequences of the crisis for bond markets. He discusses why inflation will likely tick up in future years and how this could impact yield curves – and what this means for returns from bonds.

Artemis’ global equities manager, Alex Illingworth, addresses concerns that sustainable investing could be abandoned in the current volatile conditions. He examines the impact of each of the three ESG factors on recent performance and argues that sustainable investing is still prudent – even in a crisis.

Investors must consider the lessons of past downturns as they look to the future. Global equities manager Simon Edelsten looks at lessons learnt in the 1970s and explains how the seeds of positive change are often sown in the depths of crisis.

Last week the Fed announced its $2.3 trillion package to support the US economy during the crisis. In this article, James Foster and Alex Ralph, managers of the Artemis Strategic Bond Fund and the Artemis High Income Fund, discuss what the Fed’s new measures mean for bond markets and how they have positioned their portfolios.

Over the last week, dividend cheques that were once expected to land on the doormat have instead been disappearing back out through the letterbox. Dividend cuts, postponements and cancellations abound.

Thoughts from Artemis fund managers as we stand now.