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Correlations in our areas of the market are currently near all-time highs; valuations are close to their all-time lows.
Simon Edelsten from Artemis IM, gives his views on how the macroeconomic environment will affect investments and how they will adjust.
World economies continue to face multiple challenges. Artemis’ global equities manager, Simon Edelsten, thinks the US will improve fastest, with Europe and the UK lagging – and maybe some good news from Asia.
It is important to understand the risks if you own a stake in a company where dual share classes render your vote virtually meaningless.
Can Big Tech companies regain their status as all-weather growth companies? Recently announced Q3 results offer an opportunity for us to step back and assess.
If you buy on bad news, then the bleakness of the headlines would suggest it is time to go on a spree. The numbers are more confusing.
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