Political change and the ‘normalisation’ of interest rates mean 2016 is likely to be another interesting year. But what will it bring for equities – and bonds? Here, a number of Artemis' managers share their views.
Incentivisation. Encouraging a particular action by offering a reward. Kidnapping your daughter. That would work. Do what we want and you will get her back. Just ask Will Montgomery (Nicolas Cage in Stolen, 2012). Bribery is slightly safer. Put the contracts my way and there will be something in it for you. It is still […]
Labour has moved its shadow pensions minister Nick Thomas-Symonds to a new role after just five months. Thomas-Symonds moves to a new position within the Work and Pensions team as employment minister, replacing Emily Thornberry, who now fronts the party’s defence policy. He will be replaced by Ashton-Under-Lyne MP Angela Rayner. It comes just days after Thomas-Symonds […]
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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Former Legal and General corporate affairs director John Godfrey has left his role as head of Downing Street’s policy unit less than a year after joining. Godfrey took up the reported £130,000 role in Theresa May’s special adviser team last July, after serving as group communications director for L&G and then corporate affairs director since […]