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Category: Investing

Where the rubber hits the road. Out thoughts, insights and perspectives on the important subject of investing.

Q3 2018: The Resiliency of Globally-diversified, Balanced Portfolios

November 8, 2018 BY

Today we are publishing our Q3 investment report. This issue focuses on ‘globally-diversified balanced investing’. Globally-diversified balanced portfolios are ones that hold both U.S. and foreign equities, including those in emerging markets, and that also hold a diversified range of fixed-income securities and real estate to balance the equity risk. This is how Artemis invests its clients’ assets.

Our discussion centers on why such portfolios provide … Read more

Q2 2018: Technology Investing – Is This Time Different?

August 10, 2018 BY

We are today publishing our latest Market Outlook and Strategy report for Q2 2018.

In this report we continue our discussion regarding “thematic” investing and Artemis’ approach to capturing value in this way. In particular, we respond to some healthy skepticism from some clients over the biggest claims made regarding the current wave of technological innovation. We also flesh out the view that most of the … Read more

How We Think About Emergency Funds

June 20, 2018 BY

Most clients come to us having heard the adage of keeping three to six months’ worth of expenses in cash as an emergency fund. For affluent families, this rule of thumb can mean sidelining well over $100,000. While it can be comforting to know you have plenty of money to cover the unexpected, doing so comes with the opportunity cost of missing out on significant Read more

Artemis Q1 2018 Market Report – The Rise of Thematic Investing

May 10, 2018 BY

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 … Read more

Q2 2017 Market Outlook and Strategy

September 6, 2017 BY

In this quarterly report, we focus on whether the bull market is about to turn.  We argue that the bull market is not yet over.  Read the report to find out why!  We also discuss what happened in the second quarter of the year and how we are currently positioning our portfolios.… Read more

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