The government hopes that by providing additional tax breaks, the UK ISA will increase the capital available to domestic businesses. But Paras Anand says the main reason for Britons to invest more in the FTSE is their own prosperity.
Will Tamworth, co-manager of the Artemis UK Smaller Companies Fund, says the high level of M&A in UK small caps allows investors to reinvest the proceeds in under valued businesses for future returns.
Mark Niznik says the steady de-rating of smaller companies is not a sign of something breaking, but of valuations becoming stretched – and like a piece of elastic, they will eventually snap back.
With the world’s largest population and currently the fastest growing economy, India offers impressive growth characteristics. But this comes at a price. In Shiller P/E terms, India is the world’s most expensive stock market. Raheel Altaf explains where he is finding opportunities in India at a reasonable price.
Do companies listed in the UK deserve to trade on a historically wide discount to their global peers? Five charts help to explain why investors who ignore the UK risk missing out on profits that are staring them right in the face…
About 30% of John Crane’s sales now come from products and services that provide decarbonisation benefits, but unlike many companies in the renewable energy sector, it has powerful barriers to entry that should allow it to defend and increase its profits over the coming decades.
Liam O’Donnell leads the Artemis fixed income team’s strategy on macro and rates. Here, he provides his thoughts on the current economic backdrop and the implications for the fixed income market.
Jack Holmes, manager of the Artemis Funds (Lux) – Global High Yield Bond Fund, says there are occasions when not only is the market inefficient, but it throws up opportunities that simply defy logic.
While the giant US tech stocks have dominated returns over recent years, the shares of smaller US companies have languished and are now trading at a discount to larger companies. We believe this represents a very attractive entry point to one of the world’s most vibrant economies.
Investors have tended to view emerging markets as a long-term growth asset. Yet improvements to balance sheets and changes to shareholder policies now mean that many EM companies are offering attractive dividend yields and enacting share buybacks. This creates opportunities for investors looking for income as well as growth.
UK equities may be out of favour with global asset allocators, but there is one set of investors who are snapping them up at a rate rarely, if ever, seen before.
Vital components used in consumer electronics and internet infrastructure could soon be in short supply, but demand could be about to rise. Will Warren, US equity manager, reveals how the team are playing this imbalance in their portfolios.
Historically, investors would access China through Western companies. Now, we are seeing the rise of domestic brands across a wide variety of industries, including electric vehicles. Raheel Altaf, emerging markets fund manager, explains why this should encourage investors who have not invested in emerging markets for some time to reconsider potentially outdated perceptions of the opportunity set in this arena.
Challenging macro conditions haven’t got in the way of a recent equity rally. Paras Anand, Chief Investment Officer at Artemis, reveals what has been propping up the market – and why the picture can continue to improve.
The UK has been out of favour among international investors ever since 2016’s referendum on membership of the EU. But Artemis’ fund managers think this could be the year that all changes.
Mark Niznik, manager of the Artemis UK Smaller Companies Fund, says that no one knows a business as well as the person running it, so it can be taken as a vote of confidence if they buy back its shares.
Natasha Ebtehadj, global equities fund manager, says that by investing billions of dollars in infrastructure, digitalising its finance system and reducing bureaucracy, India has overtaken China as investors’ favourite emerging market. But with valuations looking stretched, what is the best way to approach it?
Swetha Ramachandran of the Artemis Funds (Lux) – Leading Consumer Brands Fund says onerous rules around which whisky is allowed to call itself ‘Scotch’ ensure established producers won’t be undercut by competitors who scrimp on costs or shift production to regions where labour is cheap.
Living fast and dying young may help rock stars achieve legendary status, but these traits are much less appealing when exhibited by potential investments, according to Mark Niznik of the Artemis UK Smaller Companies Fund.
Global equities managers Alex Stanić, Natasha Ebtehadj and Swetha Ramachandran reveal where they expect to find the biggest investment opportunities in 2024 and how they plan to make the most of them.