Artemis’s Dodd and Kumar: Why we expect strong returns from UK stocks
Co-managers of the £101m Artemis Alpha Trust explain their positive outlook on UK opportunities
Macroeconomics
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CIO Philipp Bärtschi: Why we are overweight alternatives and gold
Philipp Bärtschi discusses where he is seeking opportunities across asset classes
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Bank of England: UK banks well protected from interest rate hikes
The BoE’s Financial Stability Report warns that market-based finance sector remains ‘vulnerable’
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Nikko AM’s Greaton: Nvidia and TSMC ‘best positioned to ride the AI boom’
Nikko Asset Management’s Timothy Greaton explains why AI is about to hit its ‘exponential growth’ phase
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Chancellor Hunt addresses inflation, regulatory shifts and reform in Mansion House speech
High levels of inflation are ‘not insurmountable’ amid ‘resilient’ UK economy
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The implications of rising gilt yields
Sterling-based gilts are becoming increasingly popular despite inflationary headwinds
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Artemis CIO: The silver lining after the golden age of easy money
Artemis CIO Paras Arnand explains why the economy still seems healthy, despite recent market turmoil
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US risks downgrade as debt ceiling ‘brinkmanship’ worries Fitch
Ratings agency highlighted governance as a weakness compared to ‘AAA’ peers
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Investors growing more sceptical of Fed’s hawkish tone despite sticky inflation
Experts say financial conditions are already tight and summer rate cuts are on the cards
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Investors brace for the rarity of highly unpredictable Fed and Bank of England meetings
The usual consensus on what to expect is nowhere to be found
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BoE votes 7-2 to lift rates to 4% with further hikes likely
As the central bank acknowledges inflation has likely peaked
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Investors rediscover charms of US equity income
JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
