head to head artemis global vs mg global
This week’s edition of PA's head to head takes a look at two global income funds that invest across the market cap.
This week’s edition of PA's head to head takes a look at two global income funds that invest across the market cap.
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Out of favour in markets over the past years, energy equities are starting to capture the imagination of investors and making it on their to-buy lists.
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As Cormac Weldon and Stephen Moore prepare to launch a quintet of funds in September, they see value in US equities despite price increase.
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Fund and wealth managers are still trying to understand the impact of the pension changes George Osborne made in his recent Budget. Richard Romer Lee suggests five funds that are already ahead of the game for those who need an ongoing supply of income.
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In the next six months the fund manager plans to sell off his most expensive European holdings to make room for US exposure.
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Artemis is planning to bring a quintet of US-focused funds to market as five more heads from the North American equities team follow Cormac Weldon and Stephen Moore to the group.
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“We already have out offshore version and we’ve seen clear demand for a UCITS version of the fund,” Steer said. “It’s a very interesting time for looking at companies in Europe as it recovers, we see a lot of opportunities” he added. The two key elements of the strategy will be shorting overly expensive IPOs…
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UK equities have so far this year failed to extend on the growth of 2013, and there is a growing feeling that this is likely to remain the case until earnings improve.
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Sanlam downgrades the high-profile fund to a "sell".
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Jacob de Tusch-Lec has more than one third of his Artemis Global Income Fund in European stocks yet argues their recent rally has eroded the safety margin in their valuations so they are far too exposed to government intervention.
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UK Equity Income was the best-selling IMA sector in September but, in the weeks and months before Neil Woodford’s departure was announced, it seems investors were already looking elsewhere.
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