How Artemis is profiting from disruption in US equities
Stephanie Sutton, investment director, US equities at Artemis Investment Management, reveals how the manager is benefiting from shorting disruptors and which stocks and sectors the firm is targeting.
An investment strategy where volatility goes up but risk does not
Value investing has undergone huge change since the global financial crisis with the conversation thankfully moving away from cost in isolation to what represents good value – value for money, in other words.
PA Video Insight: Currency going lower is a good thing for UK mega caps
Rather than talking about how UK Alpha was positioned ahead of Brexit – before the unexpected result – Richard Buxton talks more about sterling’s likely continued weakness and how it plays to his strengths
PA Video Insight: Return on capital balancing return of capital
Low yields and high volatility are the menace of all fixed income managers at the moment so broadening the mandate to an unconstrained universe will ultimately help narrow the chances of picking the wrong securities
PA Video Insight: Quality is a fair sign of value in a volatile emerging market
Emerging markets have had a good start to 2016 but, as over the past few fallow years, risks still abound so investors still need to be targeted in where they invest
PA Video Insight: GEM debt attractive having ‘troughed at a low level’
Global emerging market equities and debt have had a tough past three, four or even five years but both have rallied well so far in 2016. So, for GEM debt, where next?
PA Video Insight: Emerging markets a case of flows not indicating smart investing
Alongside the return to form of emerging market indices fund flows have followed suit and poured into passive funds, yet market inefficiencies mean trackers and index huggers are going to be more prone to greater volatility
PA Video Insight: Bond investors need to stop running away from duration ‘at all costs’
As fixed income yields continue to remain low and prices subsequently rise a broader opportunity set and a less conservative attitude to risk from investors is needed to find the enhanced returns they need
PA Video Insight: Emerging markets redefined as an ever-expanding universe
Economics and politics are key drivers to emerging market company performance but investors do not invest in economics or politics so where are the big market and company opportunities right now?