Industry news and views from Panacea and our partners.
Artemis
Artemis: Why dodgy data is damaging the investment case for UK equities
The Office for National Statistics (ONS) plays a major role in informing government policy. In turn, government policy plays a major role in shaping many investors’ decisions. But is ONS data really an indisputable guide to the health of British businesses?
Artemis Webinar: A strategic bond portfolio built to navigate volatility
Tuesday 9 December, 10am Register to hear from David Ennett and Liam O’Donnell, two of the managers of the Artemis Strategic Bond Fund, to understand how there can be more reliable and consistent ways of generating alpha than taking major macro or duration calls.
Artemis: Do income investors need anything apart from bonds and equities?
Many great thinkers through the ages have prized the concept of simplicity. Then why, I wonder, do so many investment professionals try to make things so complicated?
Artemis: The one thing everyone's getting wrong about corporate bonds
A pressing debate for investors and asset allocators is whether corporate bond spreads are too tight. If yields are almost as high for a theoretically much safer government bond, shouldn’t they just buy gilts instead?
Artemis: Why it's not just golf where Europe has the edge over the US
Europe narrowly defeated the US in the Ryder Cup in September, picking up the trophy despite a spirited final-day comeback from the Americans. But golf isn’t the only area where Europe has the edge over the US – we think it is a better bet for active high-yield bond investors, too.
‘I’m Sorry, Budget’ may not be as bad as we fear
‘I’m Sorry, Prime Minister’ arrives on the London stage next year, offering – I have no doubt – a reminder that deliberate government leaks are nothing new. Back in the 1980s, hapless Jim Hacker would say: “I occasionally have confidential press briefings, but I have never leaked.” Let’s just say this government seems to have taken the art of the confidential press briefing to a new level.
Artemis: Welcome to the fixed income café where lunch can be free
It’s an old adage that there’s no such thing as a free lunch – somewhere down the line there’s a payment to be made. Except perhaps in the world of fixed income. The challenge is to spot the fixed income free lunches available for everyone plus those which not just anyone can snaffle – unless they are active, nimble and focused investors.
Artemis: Webinar: Taking stock of US opportunities
Join managers from the Artemis US equity team – Cormac Weldon, Olivia Micklem and Chris Kent, on Tuesday 25 November 10am, as they reflect on developments one year after the US election. In an environment marked by varying macro-economic indicators, they emphasise the importance of vigilance and careful stock selection.
Artemis: Webinar: Multi-asset – The importance of keeping it simple
Wednesday 12 November 10am Do income investors really need more than bonds and equities? Register to hear Jack Holmes and Jacob de Tusch-Lec, managers of the Artemis Monthly Distribution Fund, as they explain why simplicity remains powerful in multi-asset income investing.
Artemis: Word on the street is the UK economy’s not that bad
If we want to know what’s really going on in the UK economy, we don’t listen to politicians, economists, think tanks or statisticians. We ask companies.
Artemis: Five reasons to rotate into global small-caps
In an era where global equity portfolios have become overwhelmingly concentrated in expensive US large-caps and technology stocks, investors have been overlooking an asset class that provides ample diversification and could be on the cusp of a recovery.
Webinar: Artemis UK Special Situations
With the 2025 UK Budget occupying investor attention, join the Artemis UK Special Situations team on Thursday 6 November 10am to see how their disciplined stock-selection process looks beyond macro volatility to uncover – and realise – value.
Artemis: Why gilts could buck the UK’s doom-and-gloom narrative
There are many problems in the gilt arena with huge supply, high inflation and the constraints of the government’s fiscal rules, but the excessive doom and gloom is unjustified, argues?Liam O’Donnell, Head of Macro & Rates at Artemis.
Artemis: Is it too late to jump on the European bank bandwagon?
European banking shares have performed strongly for the past three years but have not run out of steam yet, evidence from Artemis proprietary stock-screening tool, SmartGARP®, suggests.
Artemis: Is China set to retake its emerging market crown from India?
China has outperformed India by more than 50 percentage points over the past year, yet the former stock market remains one of the cheapest in the world and the latter one of the most expensive.
Artemis: Don’t be fooled by the UK’s doomsday preppers
Artemis’ William Tamworth says that while negative headlines could affect confidence in the short term, ultimately consumer spending is dictated by the fundamentals – and the fundamentals look solid.
Artemis: Why I’ve invested all my pension money in UK small caps
Artemis’ Mark Niznik has found a range of small companies in the UK that are leaders in their field, are growing sustainably and are attractively valued – and he has entrusted his pension savings to them.
Artemis: Five reasons to rotate into global small-caps
Global small-cap stocks are under-owned and undervalued relative to large-caps and they also offer ample diversification for investors.
Artemis: Investing is simple – it’s people that make it difficult
Artemis’ SmartGARP® tool screens stocks for the eight factors that ultimately drive returns, so why has its creator Philip Wolstencroft always found investors so reluctant to do what it tells them?
Artemis: Are investors positioned for the new reality?
Diversification could be the only free lunch in investing. So why are investors choosing to go hungry? Artemis global income fund manager Jacob de Tusch-Lec chews it over.
Artemis: The difference between gambling and investing
Concentrating on either growth or value alone won’t lead to fully formed investment decisions but investors who can tap into a process that uses an abundance of data to inform investment decisions can be highly successful.
Artemis: Why China is ‘unstoppable’
China offers sizeable investment opportunities for value investors. It is already cheap but look closely and you can find quality businesses trading at discounts in the region of 30% to the wider global emerging markets universe.
Artemis: SmartGARP® explained: The eight factors that drive returns
Harry Eastwood reveals how SmartGARP aims to find the stocks with the most attractive financial characteristics at any point in time.
Artemis: Why credit spreads aren’t as tight as they seem
Are investors right to be concerned about tight credit spreads? What does it mean for owning corporate bonds?
Artemis: Five reasons to pay more attention to Europe’s smaller companies
Artemis' Harry Eastwood outlines five reasons why he believes investors should be increasing their exposure to Europe’s domestic economy via the continent’s smaller companies.
Artemis: Why it pays to be active in today’s market
The past 10 years or so have been tough for active fund managers, but the stage is set for them to regain their edge, argues Toby Gibb, Head of Investments at Artemis.
Artemis: Four themes that could change the outlook for global bonds
How should investors position strategically in the current volatile environment? To tackle this question, Liam O’Donnell, who leads the Artemis fixed income team’s strategy on macro and rates, outlines four key macroeconomic themes he expects to shape the fixed income market.
Artemis: Four things shaping the fixed income market
How should investors position strategically in the current volatile environment? A look at four key watchpoints from US yields to Europe’s cutting cycle.
25-years of Artemis Income
In this video, the team discuss how they have consistently beaten the benchmark, their investment process, what excites them about the future of UK equities and who the joker of the team is!
European Banks: Time to take profits?
After a strong run of performance, we ask Philip Wolstencroft, Manager of the Artemis SmartGARP European Equity Fund, if it’s time to take profits in European banks amid interest rate cuts.