Recession: What the yield curve is telling us
The main focus of our thinking is the timing of the next recession. If a recession causes defaults to increase, then owning too many high-yield bonds…
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Five years of profitable themes and stocks…
The fund’s performance over the last five years has been led by two investment themes: the rapidly ageing population…
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VIDEO: Market outlook from Artemis’ Chief Investment Officer
Peter Saacke, Artemis’ Chief Investment Officer, suggests what may lie ahead and explains how volatility suits stockpickers.
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Outlook for 2016
Political change and the ‘normalisation’ of interest rates mean 2016 is likely to be another interesting year. But what…
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Artemis Monthly Distribution Fund
We tread a tightrope. On one side, trying to earn our investors a lot more income would involve taking…
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