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Artemis’ Cormac Weldon: Earnings will start growing in the US next year

The head of Artemis’ US team explains why he is holding cyclical stocks (like semi-conductors) while also investing in growth (videogame producers, Amazon).

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Conflicts of interest and suitability failings: How wealth managers are failing their clients

Serious concerns about high portfolio turnover and conflicts of interests, as well as “significant” suitability failings, are putting wealth management firms’ customers at risk, the FCA has found. The FCA’s thematic review of 15 firms, published this morning, found two-third are falling short of the regulator’s expectations and five reviewed may be subject to enforcement […]

Derek Stuart: where to find value in the UK?

Derek discusses a number of Œself-help stories as examples of where he is finding good opportunities in the UK With the FTSE trading at historically high levels, many investors have questioned whether UK equities continue to offer value. But, as Derek points out, the headline figures mask many opportunities at a sector level. He has […]

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