Artemis

Finding value in UK Smaller Companies

Funds with a top-down macro approach have struggled to beat bottom-up stockpickers this year, with many dropping into the fourth quartile of their respective sectors.

Some of the country's top bond fund managers are increasing liquidity in their portfolios over fears a ‘shadow banking' bond market bubble buoyed by ‘tourist' investors may burst.

BENCHMARKING

THE BIG QUESTION

The BRICs have made something of a comeback this year following a 2013 many investors in the regions will want to forget, but which country now offers investors the best prospects?

The making of a boutique

Artemis Investment Management has expanded the team running its SmartGARP funds with a new hire.

The lower percentage of European stocks setting new 252-day highs suggests the region's markets are teetering on the edge of a correction, explains Artemis European manager Mark Page.

Could the US yet be a land of opportunity for fund managers?