Artemis: US equities: Earnings still supportive

Cormac Weldon, manager of the Artemis US Select Fund, shares his views on US equities with Ross Leckie.

Cormac Weldon talks about how the positive outlook for corporate earnings in the US is supporting current valuations. He discusses how demand for data is fuelling semiconductor stocks, a big overweight position in the Artemis US Select Fund. He also explains why he continues to favour trucking companies.

See the video here.

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