Artemis

Changing environment for dividends in global market prompts portfolio shifts.

ON BONDS

Multi-managers at OPM Fund Management are targeting funds in emerging markets and energy sectors in the recently-launched Worldwide Opportunities fund.

The Bank of England is "failing in its remit" to control rising inflation which could undermine demand for bonds, according to Artemis manager James Foster.

ON UK GROWTH

Artemis' William Littlewood has moved to a short position in gilts in his £971m Strategic Assets fund, warning the UK's debt position is almost as bad as Portugal's.

LVAM's Mark Page and Laurent Millet are joining Artemis' European equity strategies team in early September.

Artemis UK Growth fund manager has boosted performance with overseas earnings strategy but is beginning to look at UK-centric stocks

Artemis is soft-launching a global equity fund for latest hires Simon Edelsten and Alex Illingworth.

Artemis' James Foster has taken off a 12% short position in UK gilts and US treasuries in the past few weeks, in the view the MPC will not hike rates until August.