Artemis

Jacob de Tusch-Lec, manager of the Artemis Global Income fund, is upping his exposure to Real Estate Investment Trusts as he seeks to inflation-proof part of his portfolio.

The continued squeeze on liquidity in the corporate bond market could lead to the closure of larger funds to investors and even cause parts of the corporate bond and gilt markets to shut down.

ON UK GROWTH

Strategic bond managers have been reducing high yield exposure in anticipation of a default rate spike in the second half of the year.

GREEK ELECTIONS

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.

ON UK GROWTH

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.