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Category: Artemis Q Reports

Q1 2020: Market Outlook & Strategy

May 1, 2020 BY

In this quarterly report report, we review the sharp downturn that transpired in Q1 2020; discuss the reasons for the wide variation in returns across equity style and fixed income quality; and report our investment outlook on how we plan to position portfolios in a post-coronavirus world.  

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

Market Outlook and Strategy for 2020

January 28, 2020 BY

In this final edition of our quarterly reports for 2019, we review what transpired in the markets during Q4 and provide an overall assessment of last year. We also provide our outlook for 2020 and corresponding Artemis investment strategy.

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

Artemis Market Outlook & Strategy – Q3 2019

October 30, 2019 BY

In this report, we discuss how asset allocation affects portfolio durability in retirement when most investors are taking regular distributions. We update a study that was conducted almost a decade ago that found more diversified portfolios are superior to more conventional retirement portfolios, both from a risk and return perspective. … Read more

Artemis Market Outlook & Strategy – Q2 2019

August 1, 2019 BY

In this report, we discuss the challenges associated with making good asset allocation choices late in the business cycle when investors start to get skittish and growth slows. We also discuss how various “tilts” have fared recently, including our structural tilt toward value versus growth and smaller companies versus larger companies.… Read more

Sustainable Investing – Fund Selection

May 1, 2019 BY

In this issue, we take a close look at the leading U.S. large company passively-managed ESG (Environmental, Social and Governance) funds – funds that seek to overweight (i.e., reward) companies that are embracing ESG best practices. We also review some of the more recent research on ESG and financial performance, most of which show a strong correlation between good ESG practices and financial outperformance over time. … Read more

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