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 […]
Billionaire investor George Soros has warned a vote to leave the European Union would spark “black Friday” resulting in a devaluation of the pound that would leave voters worse off. Writing in the Guardian, Soros says the devaluation of the pound after a Brexit would be worse than the 15 per cent fall on “black Wednesday” […]
Senior European officials have said the UK must begin its exit from the EU “as soon as possible”, warning any delay could cause further uncertainty to markets. A joint statement from Martin Schulz, president of the European Parliament, Donald Tusk, president of the European Council, Mark Rutte, holder of the presidency of the council of the EU, […]
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?
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
The Government should consider allowing people to lower their contribution rates to 8 per cent under auto-enrolment to prevent a potential spike in opt-out rates over the next few years, AJ Bell says. Contribution rates are due to rise to 5 per cent in April this year and 8 per cent in April 2019 with […]
French asset manager Carmignac has called for more clarification on the new research costs rules under Mifid II as it claims rival firms have wrongly stated what the directive means for their business. Speaking to Money Marketing after an event in Paris, Carmignac managing director Didier Saint-Georges referred to asset managers as “cheeky” in their […]
Five overlooked government credits and allowances advisers should look out for