View more on these topics

Sticking to valuation discipline when investing in China

Journalist Alexis Xydias discusses the opportunities – and potential pitfalls – of investing in China with Artemis fund manager Peter Saacke.

With Peter holding significant positions in China in the Artemis funds he manages, journalist Alexis Xydias quizzes Peter on the risks of investing in Chinese stocks – including over-valuations, margin trading and financial reporting issues.

Click here for video

Recommended

DB liabilities outstrip UK GDP for first time

Total UK private sector defined benefit liabilities are now in excess of the UK’s total GDP of £1.8trn. Figures from pensions consultancy Hymans Robertson put the total liabilities at more than £2trn. The firm attributes the change to long-term low interest rates and quantitative easing, pushing up liabilities faster than economic growth. Hymans Robertson partner  […]

Aberdeen tops worst-performing funds list

The £1.89m SF Webb Capital Smaller Companies Growth fund remains on top of the Chelsea Financial Services RedZone list of underperforming funds, with Aberdeen Asset Managment having the most funds on the list. The £228m First State Global Resources was the second worst performing fund, underperforming the average sector by 69.17 per cent in the past three […]

Artemis Global Income: Making sense of global markets

The rally in cyclical ‘value’ stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas. In this article, Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains how he has positioned the portfolio, given the many economic, geopolitical and policy risks that […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Leave a comment