Cormac Weldon, manager of the Artemis US Select Fund and the Artemis US Smaller Companies Fund, analyses the reasons for increased volatility in the US market and explains why he is currently favouring companies with stable, predictable earnings.
The fund’s performance over the last five years has been led by two investment themes: the rapidly ageing population in developed countries; and the rapid growth of the workforces of most emerging economies.
Peter Saacke, Artemis’ Chief Investment Officer, suggests what may lie ahead and explains how volatility suits stockpickers.
Political change and the ‘normalisation’ of interest rates mean 2016 is likely to be another interesting year. But what will it bring for equities – and bonds? Here, a number of Artemis’ managers share their views.
We tread a tightrope. On one side, trying to earn our investors a lot more income would involve taking unacceptable risks.