Industry news and views from Panacea and our partners.
Artemis
Artemis: Ignore the instability in the mortgage market – the UK consumer is on solid ground
With only about 30% of households in the UK with a mortgage and a larger proportion owning their home outright, we believe the UK consumer is in better shape than headlines would suggest.
Artemis: UK inflation and interest rates – what happens next?
Stephen Snowden, manager of the Artemis Corporate Bond fund, says now is the time to lock in high bond yields. However, he warns that with leverage allowed to build up during the era of ultra-loose monetary policy, major dispersions in creditworthiness are beginning to appear between companies in the same sector, making a selective approach vital.
Artemis: Fuller’s: UK smaller company deep dive
Simon Emeny, CEO of Fuller’s, discusses the pub chain’s business model and how they are managing inflation and energy costs while Mark Niznik, manager of the Artemis UK Smaller Companies Fund, explains why we hold the firm.
Artemis: ESG vital part of special sits recovery stories
The managers of the Artemis UK Special Situations Fund explain why ESG is central to the recovery of any business that has fallen out of favour with the market, using case studies to demonstrate the importance of each of the three pillars of responsible investing.
Artemis: UK equities on the comeback trail: part 1
Should you invest in a dream or a reality? In the first of a two-part series, the Artemis UK equity income team explain why negative perceptions of the UK should give way to a focus on the strength of the underlying fundamentals.