Investment insights

Our fund managers share their views on what’s happening in global economies, the markets and Artemis’ funds.

Artemis European Opportunities Fund

Europe: Two stocks we like – and two we sold…

Europe is back in fashion. But as Mark Page and Laurent Millet explain, it is stocks – not trends – that matter.

The Hunters’ Tails: In earnest of anniversary...

A rather different Monday was 30 years ago yesterday. The Dow, S&P 500, FTSE, DAX and CAC fell by 23%, 20%, 11%, 9% and 10% respectively.

Hiding in plain sight: America’s smaller companies

The market for smaller companies in the US is roughly twice the size of the UK. Yet, it is often overlooked by investors. Cormac Weldon, manager of the Artemis US Smaller Companies Fund, explains why it shouldn’t be...

Global energy: Markets counting on Opec…

In their review of the Artemis Global Energy Fund for the financial year to 31 July 2017, managers John Dodd and Richard Hulf report ‘decent’ performance, but believe it will get better as the oil sector completes its transformation from oil price-takers to profit-makers.

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