Investment insights

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

Artemis UK Smaller Companies Fund

UK smaller companies: Outperformance continues...

Given that we seek to pick stocks rather than take macroeconomic bets, it is reassuring to see the diverse range of holdings that have contributed to the fund’s recent performance.

Amid uncertainty, we rely on ‘self-help’...

While all our holdings incorporate an element of self-help we must recognise the risks that a slowdown in growth in the UK could pose. Derek Stuart, manager of the Artemis UK Special Situation Fund, explains...

New strength in emerging markets

Emerging market equities have started 2017 positively, outperforming developed markets in the first half of the year. Can this carry on? Raheel Altaf, fund manager of the Artemis Global Emerging Markets Fund gives his view.

The Hunters’ Tails: The taking of a toast and tea...

If we came in on Monday and markets opened 20% lower, which shares would we want to have sold – or be happy to hold?

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