Equities

Ex-Artemis manager's new book on the biggest corporate failures

Return of big banks and the end of austerity?

Climate and environment becomes key priority

Key themes to generate much-needed growth

New product to feature ESG integrationand negative screening

Which will evolve and which will wither?

As multi-asset managers, we have historically been overweight to corporate bonds and specifically the financial sector ever since the Global Financial Crisis.

In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.

Since the 2016 EU referendum, the UK equity market has felt like the land that time forgot. Greater clarity over Brexit and UK politics should not only spur an immediate stock market rally but also encourage a longer-lasting reappraisal of UK-listed companies.

Team-based quant approach