Simon Edelsten, manager of the Artemis Global Select Fund, examines the long-term trends that they have exploited since the fund’s launch five years ago. Looking ahead, he explains the stock-specific opportunities the team are finding.
You may have seen the headlines over the last week or so reporting on my new research into cash versus shares, stating the former beats the latter. In fact, the results are more nuanced. For investments over five years beginning any date between 1 January 1995 and ending up to 1 January 2016, there was […]
Jacob de Tusch-Lec, manager of the Global Income Fund, analyses a sell-off so “vicious” that the ‘hot’ stocks are underperforming emerging markets. What does it mean for the portfolio – now and in the months to come?
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