US equities – Separating noise from reality
The unpredictable newsflow from the new US administration has stoked uncertainty and rattled stock markets. The resulting dislocations in the market present opportunities for long-term investors.
MARKETING COMMUNICATION. Capital at risk. All financial investments involve taking risk which means investors may not get back the amount initially invested.
Webinar: 100 days of Trump
As predicted, Donald Trump’s return to the White House has been anything but dull - with policy shifts, political uncertainty, and extreme market turbulence off the back of tariff announcements in his first few months.
Register to hear Cormac Weldon's and Adrian Brass's insights on the market impact as we approach Trump’s first 100 days back in power, and how they are navigating the uncertainty/volatility within portfolios.
Thursday 24 April 09.30 BST
US smaller companies: looking through the volatility
President Trump’s imposition of tariffs and his refusal to dismiss the possibility of a recession have unsettled investors and made the notion of a ‘Trump put’ a serious possibility. The near-term outlook for US smaller companies has undoubtedly become more uncertain, fuelling an aggressive sell-off in the US, particularly for smaller companies, which are perceived as more sensitive to these worsening conditions.
In this piece, we ask Cormac Weldon and Olivia Micklem, managers of the Artemis US Smaller Companies strategy, for their views on recent events and what actions they are taking in the portfolio…
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Fund in 5ive: Artemis US Smaller companies
In this short video, co-fund managers Cormac Weldon and Olivia Micklem look at the fund form five angles, explaining the process behind their stock picking and why they focus on the larger end of the small cap universe.
AJ Bell interview with Cormac Weldon
Co-manager of the Artemis US Smaller Companies Fund Cormac Weldon sits down with AJ Bell to discuss what the fund offers investors and his outlook for the asset class within the broader context of the market.
FOR PROFESSIONAL INVESTORS AND/OR QUALIFIED INVESTORS AND/OR FINANCIAL INTERMEDIARIES ONLY. NOT FOR USE WITH OR BY PRIVATE INVESTORS.
Capital at risk. All financial investments involve taking risk and the value of your investment may go down as well as up. This means your investment is not guaranteed and you may not get back as much as you put in. Any income from the investment is also likely to vary and cannot be guaranteed.
This is a marketing communication. Before making any final investment decisions, and to understand the investment risks involved, refer to the fund prospectus, available in English, and KIID/KID, available in English and in your local language depending on local country registration, from www.artemisfunds.com or www.fundinfo.com.
Investment in a fund concerns the acquisition of units/shares in the fund and not in the underlying assets of the fund.
The funds are sub-funds of Artemis Investment Funds ICVC. For further information, visit www.artemisfunds.com/oeic.
Any research and analysis in this communication has been obtained by Artemis for its own use. Although this communication is based on sources of information that Artemis believes to be reliable, no guarantee is given as to its accuracy or completeness.
Any forward-looking statements are based on Artemis’ current expectations and projections and are subject to change without notice.
Issued by Artemis Fund Managers Ltd which is authorised and regulated by the Financial Conduct Authority.