European companies trading on high price/earnings ratios amid a cheap market can still deliver strong returns for investors in the coming years, according to Mark Page, co-manager of the Artemis European Opportunities fund.
Artemis Global Energy fund managers John Dodd and Richard Hulf have shifted their portfolio more towards mid and large cap holdings as the fund gains assets faster than expected.
Artemis is launching a Monthly Distribution fund for James Foster and Jacob de Tusch-Lec as it looks to hone its product range ahead of RDR implementation.
The €1trn in cheap loans provided by the ECB since December is expected to be only the start of a wave of liquidity measures that store up problems for the eurozone.
Global equity fund managers have been too hesitant in moving to capture the US equity rally, Artemis Global Select manager Simon Edelsten has said.