Industry news and views from Panacea and our partners.
Artemis
US smaller companies: looking through the volatility
Trump’s imposition of tariffs has caused serious upset in equity markets. Cormac Weldon and Olivia Micklem, managers of the Artemis US Smaller Companies Fund, give their views on recent events and discuss what actions they are taking in the portfolio.
Artemis: Three ‘boring’ companies that investors should find interesting
Predictable, recurring revenues and falling leverage can help make high-yield bonds issued by companies in superficially unglamorous industries one of the cornerstones of a multi-asset portfolio.
Artemis: The impact of Trump 2.0 on US smaller companies so far…
After a strong rally at the end of 2024, US markets have seen a setback in recent weeks. Trump’s policies on tariffs and immigration, as well as lingering inflation concerns, are weighing on investor sentiment. Artemis’ US team remain positive on the outlook for US smaller companies and are taking advantage of weaker share prices.
Artemis: The new playbook for bonds: three reasons to look at shorter-dated, higher-yielding opportunities
By focusing their fixed-income allocations on bonds with shorter durations and higher yields, Artemis’ Jack Holmes explains that multi-asset investors can maximise income while minimizing their exposure to volatility in interest rates.
Artemis: Webinar: Is your global income fund ready for the next decade?
Tuesday 18 March, 10am Jacob de Tusch-Lec will discuss how he is positioning the Artemis Global Income Fund for the next decade, hunting for income outside the usual suspects and in underappreciated areas amidst a regime change for global markets.
Artemis: Hiding in plain sight – US smaller companies
While the giant tech companies have dominated the US stock market over recent years, the shares of smaller US companies have been left behind. The new administration, with its pro-business policies, has given US companies a new surge of confidence. Artemis’ US team believes this represents a very attractive entry point to one of the world’s most vibrant economies.
Artemis: Trump 2.0 - Should impact investors just give up?
While it is tempting to draw conclusions about entire sectors from headline events, these often end up having little bearing on performance. The impact of Donald Trump’s first presidency on sustainability strategies is a case in point, writes Artemis’ Sacha El Khoury.
Artemis: The shocks that show valuations could catch up with the US
For well over a decade, going overweight the biggest companies in the US was all global managers needed to do to outperform. Artemis’ Jacob de Tusch-Lec says the events of late January underline the need for greater diversification.
How the Artemis Corporate Bond Fund delivered five years of outperformance
Artemis’ Head of Fixed Income, Stephen Snowden, explains how exploiting the multiple inefficiencies in the investment-grade bond market have allowed the Artemis Corporate Bond Fund outperform in each of the first five years since its launch.
Webinar: The secret to outperforming the IG bond market
Wednesday 26 February, 10:00am GMT Register to hear from Stephen Snowden and Grace Le, managers of the Artemis Corporate Bond Fund, as they discuss the case for owning corporate bonds despite the narrowness of credit spreads and explain the market factors at play after a turbulent start to 2025.
Artemis: How to react to turmoil in the gilt market
Liam O'Donnell explains what is behind the recent spike in UK borrowing costs and what this means for bond investors. https://arte.fund/ggzgy5
Artemis: Looking for diversification? Look beyond the usual suspects
Multi-asset investors can enjoy attractive returns without placing a concentrated bet on mega-cap growth stocks in the US.
Artemis: A ‘new regime’ for multi-asset investing
In what ways has the world changed since the end of the pandemic? Will those changes continue? And what implications does regime change have for multi-asset investors?
Artemis: Webinar: Emerging Markets
Thursday 13 February 10:00am Emerging markets are the world’s fastest-growing economies, offering attractive growth and income opportunities at discounted valuations. This represents a compelling entry point for investors. Register to hear fund manager Raheel Altaf discuss: How the SmartGARP tool is shaping stock selection Why now for a value bias The risk reward pay-off in China
Fund in 5ive: Artemis Corporate Bond Fund
In this Fund in 5ive, Artemis’ Stephen Snowden discusses the portfolio from five angles including the process and key differentiators and explains why now is a good time to invest in the asset class.
Artemis: What can investors expect from Trump 2.0?
Increased business confidence, deregulation and more volatility – Artemis analyse the key positives and many uncertainties of a second Trump term.
Artemis: Corporate bonds in 2025: tighter spreads ahead?
Artemis: Attractive all-in yields, the interaction of supply and demand and the strength of corporate balance sheets could help to support returns from corporate bonds in 2025.
Artemis: US equities: 2025 Outlook
In this short video, Artemis’ Adrian Brass explains why he thinks the bull market in US stocks will continue in 2025. He expects to see a recovery in earnings and a broadening out of market performance beyond technology stocks.
Artemis: UK Equity Income: 2025 Outlook
In this short video, Artemis’ Andy Mars explains why a combination of share buybacks, attractive dividends and earnings growth could make the UK market an attractive destination in 2025.
Artemis: Corporate bonds: 2025 Outlook
In this short video, Artemis’ Grace Le explains why investment-grade corporate bonds merit a place in your portfolio, at a time of heightened geopolitical uncertainty and slowing economic growth.
Artemis’ Chief Investment Officer’s outlook for 2025
Artemis’ Paras Anand sees opportunities in the UK and China over the year ahead, but warns investors about private markets and urges them to take a selective approach to Europe.
Artemis: European Equities: 2025 Outlook
Artemis’ Philip Wolstencroft of the Artemis SmartGARP European Equity Fund is investing in sectors such as the banks, insurers and pharmaceuticals which are on low ratings, yet growing at a reasonable pace and have positive newsflow.
Artemis: The themes and threats set to define global markets in 2025
In this Q&A, Artemis’ Natasha Ebtehadj explains why she thinks investors will hear less about AI and more about China in the year ahead.
Artemis: Small-cap catalyst? You’re asking the wrong question
An obsession with what is going to increase earnings or bump up the share price in the short term drastically reduces the investable universe of UK smaller companies and potentially overlooks the main drivers of long-term returns, according to Artemis’ Mark Niznik and William Tamworth.
Artemis: UK Smaller Companies: 2025 Outlook
In this short video, Artemis’ William Tamworth gives his views on what will bring IPOs back to the UK, whether the wave of M&A activity can continue and how smaller companies can pick up where they left off in the first half of 2024.
Artemis: Global Emerging Markets: 2025 Outlook
In this short video, Artemis’ Raheel Altaf explains where he is seeing opportunities in the world’s fastest-growing economies, why now is a good entry point and his view on investing in China.
Artemis: UK equities: 2025 Outlook
In this short video, Artemis’ Ed Legget explains why UK banks, consumer cyclicals and electricity companies appear poised to profit in the year ahead.
US Smaller Companies: 2025 Outlook
In this short video, Artemis’ Olivia Micklem explains that US smaller companies should be particular beneficiaries of Trump’s policies, given their domestic focus.
Artemis: Fixed Income: 2025 Outlook
In this short video, Artemis’ Macro and Rates Expert Liam O’Donnell explains why bond markets are set up to provide a compelling combination of attractive yield and portfolio diversification in 2025.
Artemis: Global Equity Income: 2025 Outlook
In this short video, Artemis’ Jacob de Tusch-Lec tells investors there’s more to the global market than technology stocks and US equities…