Insights
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Bringing together partner-created content in one place, so you can quickly find the insights and guidance most relevant to you.
Market Perspectives: The sum of all fears
Renewed volatility across equity and bond markets reflects the convergence of several familiar risks: fiscal and political uncertainty in France, scrutiny of artificial intelligence-related investment, and renewed inflation concerns as oil prices rise. Find out more
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The new shape of European growth
Greek loans, Polish denim, German cookers: the new shape of European growth Key points Capital at risk. Find out more
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Why turnover can be a potent source of alpha
Key takeaways Turnover can be controversial. It is often equated with higher transaction costs and higher fees. We see it differently. We think turnover can be a potent source of alpha. We also see it as an integral part of our SmartGARP investment process. One of the eight factors our SmartGARP stock-screening tool measures is ‘revisions’, i.e. […]
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Reassessing Europe: The case for a multi-asset total return approach
Following a prolonged period of being under the radar, Europe is increasingly coming back into global investors’ focus.
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Building Europe's backbone: the sustainable power of industrial real estate
Europe is facing rising security pressures, exposed by recent conflicts, alongside growing risks from an overdependence on foreign suppliers.
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Artemis Outlook: European Equities
In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.
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