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Global Series: China

Investment Uncovered: Newton Investment Management on the emerging markets revolution

Newton Investment Management’s Robert Marshall-Lee: ‘If we have a trade war, you’ll have a recession everywhere’ Looking into the future does not always have to be about making predictions. This is the thinking behind Robert Marshall-Lee and his team at Newton Investment Management when targeting returns of companies. For a concentrated emerging market fund, the […]

Phil Wickenden

Phil Wickenden: ESG investing is about more than being a good citizen

The past decade has seen environmental and social governance investing develop from a niche corner of the market to a popular asset class. But while there is an increased awareness among individuals as to the impact of their actions on the environment, there is much more to ESG investing than being a good citizen. Asset […]

Phil Wickenden
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Phil Wickenden: Why IHT protection should not be overlooked

Hands up who likes looking stupid? No, me neither, though the sub-textual retort of my wife’s eyebrow, raised in my direction (or rather the direction of the Cuban heels on my new boots) screams “you could have fooled me”. She may have a point, but there is a difference in questionable sartorial choices and foolishness […]

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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