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European opportunities: “It’s nice when stock selection results in a macro tailwind”

Amid significant macro headwinds in August, Mark Page explains why his fund’s focus on stock selection has helped it outperform a falling market in August.

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Can robots really take over from face-to-face advisers?

The robo-advice market looks set to explode in the UK, with investment giant BlackRock and Hargreaves Lansdown among the firms developing low-cost offerings to plug the post-RDR advice gap. However, it remains unclear exactly how the growing market for technology-driven solutions will interact with traditional face-to-face advice. Will robo-advice complement advisers’ existing propositions, or does […]

Mark Page: “A good time to be a European fund manager”

With European markets picking up in early 2015, Mark Page, Artemis European Opportunities Fund manager, discusses the ‘macro’ drivers and whether the improvements are sustainable. Largely driven by economic stimulus by the European Central Bank, European stockmarkets have performed strongly so far in 2015. Mark discusses the relative merits and sustainability of ECB policy with […]

Global equities: time to de-risk?

While equity valuations have doubled since the financial crisis, Simon Edelsten explains that there are still pockets of value. But not where you might think Macro-economic uncertainty is causing turbulence in equity markets. Artemis Global Select Fund manager Simon Edelsten says his investment themes are taking him in a different direction to some of his peers – away […]

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