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Category: Market Commentary

Our perspective on the the markets and what others are saying about them.

Market Outlook and Strategy for 2019

February 6, 2019 BY

Attached is our market outlook report for 2019. In this edition, we outline our views on how markets may evolve in 2019; discuss the (many) risks to our views; and, summarize how we are positioning client portfolios. It is going to be an interesting year to say the least…

Enjoy the reading and please get in touch if you have any questions.… 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

Seeing Past the Noise

February 15, 2018 BY

Below is a copy of a note I recently sent to our investment management clients about the market’s recent turbulence. We thought it might be of interest to share more widely.

Seeing Past the Noise

Okay, it’s been a lousy week as markets have gyrated back and forth. It’s always hard to pinpoint the exact trigger behind a market jolt, but we all know the market … Read more

Brexit is Not 2008 All Over Again

June 28, 2016 BY

As one very well-respected British commentator (Martin Wolf) remarked over the weekend, “The hinge between the EU and the English-speaking powers has been snapped. This [Brexit] is probably the most disastrous single event in British history since the second world war.”

Brexit is very sad news but from a global economic standpoint there are no signs that the vote will precipitate another 2008. I can’t stress … Read more

Greece: Ongoing Soap Opera

July 8, 2015 BY

I have been watching events in Greece very closely. I’ve learned a fair bit and thought I’d share some of my thoughts with all of you.

1. What was Sunday’s vote really about?

Despite the confusion on how the ballot read, most Greeks said that by voting no, they were saying that they won’t make any more sacrifices without meaningful debt relief. The argument for debt … Read more