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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The key message for advisers is: check, check and check again
This week marked two significant events for the advice community. It has been a year since the FCA’s asset management market study launched and, of course, the Autumn Budget was revealed on Wednesday. Both, in their own different ways, test how much value advisers can offer for their fees. The FCA is almost certainly right […]
Standard Life Investment has added global credit and REITs to its MyFolio fund range in its latest quarterly review of its strategic asset allocation. In an update shared with its intermediary investors, SLI said it had introduced global corporate bonds and short-dated global corporate bonds, both hedged back to sterling. The allocation to global corporate bonds […]