Artemis US equity manager Cormac Weldon finds US companies he thinks will thrive, even in challenging markets.
First-mover advantage is no guarantee of long-term success. Take Myspace. Once the world’s largest social networking site, it was eclipsed in user numbers by Facebook in 2008, just three years after being acquired by NewsCorp for almost $600m. In 2011 it was reportedly sold for just $35m. Could similar dynamics, on a smaller scale, be […]
UK inflation slipped into negative territory again in September, driven by the falling price of food and reduced motoring costs. The 12-month Consumer Prices Index inflation rate dropped to -0.1 per cent in September, down from 0 per cent in August. It is the second time the Office for National Statistics has reported negative inflation […]
Adviser consolidation firm Bellpenny has boosted its funds under management by £150m following the acquisition of two more advice firms. The deal to buy Cambridge-based advice firm Ashton KCJ Financial Planning adds £60m in funds to Bellpenny, while the acquisition of Horsham-basede Principals in Practice boosts FUM by £90m. The price paid for the two […]
With a 10 per cent return from his Global Income Fund in the first three months of 2015, Jacob de Tusch-Lec talks to journalist Alexis Xydias about the drivers and why he favours Europe and Asia over the US. Jacob believes European companies remain cheap and is still finding opportunities amid value stocks – in contrast […]
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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Trump’s announcements of tariffs on steel and aluminium have led to a much greater focus on the risks posed by his presidency We have had a rollercoaster start to 2018. January saw a rapid rise in global equities before markets succumbed to a technically driven sell-off, recovered a little, and sold off again on the […]
Legal & General has appointed Mark Jones to the role of product director of UK protection, within its insurance division. Jones joins from Sun Life. He will be responsible for the developer of both retail and group protection products, and will report into the managing director for UK protection, Steve Griffiths. Griffiths says: “We are […]