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Artemis Q1 2018 Market Report – The Rise of Thematic Investing

May 10, 2018 BY Leigh Bivings

Dear Friends of Artemis,

Attached please find our market report for Q1 2018.  As many of you know, the most salient feature of the markets during the quarter was the return of volatility. Volatility was triggered by inflationary fears and rising interest rates, although the overall response was somewhat muted by continued decent economic growth and rather amazing corporate earnings reports.

In this report, we focus on the rise of “thematic” investing as an alternative to “market capitalization” investing and discuss what it is, what it takes to be successful, and how Artemis is starting to implement some ideas in client portfolios.

We also discuss how we are managing through the volatility and the overall geopolitical uncertainty.

Enjoy the reading!

Leigh Bivings, Ph.D., CFP® and CDFA™ is the founder of Artemis Advisors and serves as the firm’s Chief Executive Officer. As CEO, she sets the firm’s overall direction and its investment strategy.

Artemis Financial Advisors