Able to monetise its assets
Concentrated portfolio of 75 to 100 positions worldwide
Equity markets are being driven by the fact that bond yields have collapsed.
Partner Insight: Cobots', or collaborative robots, are cheaper than employing somebody to do relatively menial tasks, write Alex Illingworth and Rosanna Burcheri, managers of the Artemis Global Select Fund
Partner Insight: Artemis' Alex Illingworth and Rosanna Burcheri discuss their "incredibly fussy" selection approach and the risk of recession in 2019