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