Artemis Investment Management

Marketing Communication. Capital at risk. For professional investors in the UK only. While Rachel Reeves’ first Budget cemented our view that there will be no return to the growth-at-any-price market of the 2010s, the clearer sense of direction from the government should help firm up business, consumer and investor confidence in the UK. After a decade of outflows from UK funds, the importance of confidence should not be underestimated, especially for UK small caps, as Mark Niznik and William Tamworth will explain. https://lnkd.in/eDgPTzg8 #UKsmallercompanies #UKequities #smallcaps #UKBudget #consumerconfidence

Marketing Communication. Capital at risk. For professional investors only. With the US president-elect confirmed, our fund managers Cormac Weldon and Adrian Brass give their reaction and what they will be playing close attention to over the coming weeks and months. Join them tomorrow at 9.30am GMT https://lnkd.in/eiitCsVJ #usequities #uselection

Marketing Communication. Capital at risk. For professional investors only. While the US goes to the polls and vote counting gets underway, register for a de-brief with our fund managers Cormac Weldon and Adrian Brass. As the dust settles from the presidential race, what will be the impact on the economy, stock market and your investments? https://lnkd.in/eiitCsVJ #usequities #uselection

Marketing Communication. Capital at risk. For professional investors only. Read how Cormac Weldon is positioning for either outcome in the US election in Investment Week.

Marketing Communication. Capital at risk. For professional investors in the UK only. The world’s central banks are increasingly taking different paths. This policy divergence presents an opportunity for active bond managers, particularly in short-dated bonds. https://arte.fund/kkz9fg #globalinterestrates #usfedreserve #boe #ecb 

Marketing Communication. Capital at risk. For professional investors only. Adrian Frost's investment advice? Never stop learning! Adrian Frost sits down with Kelly Prior on Asset TV UK to discuss his approach to investing through changing markets. 

Marketing Communication. Capital at risk. For professional investors only. Have recent stimulus measures made China investable again? Natasha Ebtehadj delves into the detail of September’s policy announcements from Beijing to see whether they are really enough to kick-start a prolonged recovery in the Chinese stock market. https://lnkd.in/eP4bHgSz #chineseequities #activeinvestors #globalequities #China

Marketing Communication. Capital at risk. For professional investors only. Cormac Weldon outlines the policy differences between the two presidential candidates. https://arte.fund/zgath7 #usequities #uselection #trump #harris

Marketing Communication. Capital at risk. For professional investors in the UK only. Andrew Marsh took part in the Equity Income Masterclass last week on Asset TV. Speaking to Jenny Ellis, the panel discussed the role of equity income in today's economic environment, global market trends and the potential for dividends in diverse sectors. Watch the recording https://lnkd.in/efijVK6U #equities #macroview #investmentstrategy #activeinvestors 

Artemis' Head of Global Equities Alex Stanić says that elections often create opportunities for investors – but not in the way most people think...