Regular investment updates and market views for private clients.
The Artemis Corporate Bond fund sits within the fixed income allocation of the portfolios. High conviction sterling corporate bond fund with an active approach where the managers aim to deliver alpha without any particular style bias. Investment decisions influenced by bottom-up analysis, although market position and thematic views are incorporated. Year to date, the…
The UK stock market is now above its pre-pandemic peak. Inflation remains the biggest threat, with prices rising by 5% in the US over the past year. Bond markets seem unphased by the latest inflation figures, with central bankers insisting that the rise in inflation is transitory. We continue to monitor the situation closely. We…
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