There are 129 item(s) tagged with the keyword "Artemis".
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Following the US election, US smaller companies rose on Trump’s domestically focused agenda. Is this the start of a broader rally? Artemis’ US team give their views.
October 2024 marked 10 years of the Artemis US Smaller Companies Fund. Using their up/down framework and deep understanding of industry cycles, the managers seek to find the winners in sectors that are benefiting from domestic tailwinds.
Previous rate-cutting cycles have seen the Bank of England pushing interest rates significantly lower than investors initially expected. If that pattern is repeated this year, it would offer powerful support to bond prices.
Economic, political and market conditions have changed beyond recognition over the past 12 years, but the Artemis Monthly Distribution Fund’s straightforward multi-asset approach to delivering returns has remained consistent. We believe the returns it has produced speak for themselves.
While UK smaller companies have been in the doldrums for years, they could be among the biggest winners of international investors’ reappraisal of the UK domestic market. See if you can match Mark Niznik and William Tamworth’s in-depth knowledge of their portfolio holdings in the Artemis UK Smaller Companies Fund quiz.
In this 6min video, Artemis’ Ambrose Faulks answers this question, talking tech, US vs Europe and the value to be found in UK consumer discretionary & financials
Profit-taking by hedge funds and a rate hike by the Bank of Japan have done little to fundamentally change the outlook for the UK economy – and nothing to diminish the appeal of stocks exposed to UK consumer spending.
Nick Shenton says he and the rest of the Artemis Income team don’t “fall in love” with any of their holdings, which is why they would be unconcerned if any of them turned their back on their home market.
Why UK bank share prices should be higher
Nick Shenton, co-manager of the Artemis Income Fund, discusses the impact of unprecedented share buybacks and how this is leaving value on the table for patient shareholders.
Displaying: 1 - 10 of 129