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Investing for better, not worse
The S&P 500 index has become increasingly concentrated in a small number of mega-cap technology stocks, but we think there are plenty of investment opportunities amongst the ‘S&P 493’. We are looking for companies that are getting better and richer, whose balance sheets are in good health. And we want to sell those becoming worse […]
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AI’s long-term investment potential continues to ratchet up
By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management While geopolitical tensions continue to dominate global headlines, one topic remains at the forefront of investor discourse: the technology sector – and more specifically, artificial intelligence and its long-term potential. The subject is ubiquitous, as most agree […]
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The trillion-dollar company that still looks cheap
With all the coverage about Elon Musk’s SpaceX IPO and its intergalactic valuation, you may not have noticed when Samsung quietly entered the club through a side door a few weeks ago.
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Artemis UK Small Cap Spotlight: MoneySuperMarket
Portfolio manager William Tamworth discusses what attracted them to invest in MoneySuperMarket.
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Chaos, culture and the next great US companies
The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.
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Talking Heads Podcast: US small caps – Reasons to be cheerful
US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, BNP Paribas Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial intelligence theme.
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Barometer: Prospects for US, emerging market stocks remain strong
Even though there is no end in sight to the Iran conflict, the outlook for both emerging market and US equities remains positive; we upgrade both to overweight.
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Webinar: Unpacking the key drivers of the US equity market Wednesday 15 April, 10am
Amid geopolitical impact on markets, the Artemis US team will examine key structural drivers for US equities, the recent outpacing of small caps over large caps and whether broader market returns will persist.
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Diversifying US equity exposures through small-cap companies
Investing in US companies with a small market capitalisation can provide distinct benefits over exposure to large and mid-caps: small caps are often at the forefront of innovation and in early stages of the growth cycle.
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US small caps primed to lead in 2026
Is 2026 shaping up as the year US small caps reclaim market leadership convincingly?
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The AI conundrum that every investor needs to know about
DeepSeek seems like a long time ago now. It has only been a year since the introduction of China’s AI champion was being talked about as a potential ‘Sputnik Moment’ when the US feared it had lost its technological edge to a communist state.
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Artemis Outlook: US 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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