Artemis' fixed income star James Foster says the governor of the Bank of England needs to raise rates now to prevent inflation becoming embedded in the system.
UK stocks exposed to the domestic economy have been overlooked by the market and are attractively valued despite the gloomy outlook for the UK, says Tim Steer at Artemis.
Artemis' Jacob de Tusch-Lec has taken exposure to emerging markets from around 4% underweight to 4% overweight in his £27m Global Income fund since the beginning of the year following falls in share prices in the past six months.
Incisive Media's editorial director Lawrence Gosling speaks to Guy Disney and Martin Hewitt about the four wounded soldiers who aim to walk to the North Pole.
William Littlewood, manager of the £798m Artemis Strategic Assets fund, explains why he is bearish on Japanese bonds but favours Asian currencies, and why he is not buying miners.
Artemis is set to add a global energy fund to its product range on 11 April.
The telecoms sector has turned a corner, with topline growth starting to emerge after 10 years of almost no growth, says Jacob de Tusch-Lec at Artemis.
Artemis' William Littlewood has reduced overall net equity exposure in his £700m Strategic Assets fund in the view rising shares are vulnerable to disappointment.
Artemis' Mark Niznik is continuing to eye a partial sale of his UK Smaller Companies fund's largest holding Vostok Energy, the unquoted Russian gas exploration company.