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Category: Artemis Q Reports

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

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

Outlook and Strategy for 2018

February 1, 2018 BY

Today we are publishing our 2017 Q4 investment report. It was a stellar year for anyone that had any money in the stock market and I hope that includes most of you. In this report, we review what happened during the year and why. We also discuss our views for 2018 and how we are positioning portfolios.

Enjoy the reading!… Read more

Q3 Market Strategy and Outlook Report

November 16, 2017 BY

Attached please find our 2017 Q3 investment report. In addition to our usual review of the markets and our current thinking, in this issue we examine a very interesting recent report on the so-called “endowment model” of investing, named as such because it is the style of investing followed by most university endowment managers. The endowment model involves diversifying investments across strategies, asset classes and investment … Read more

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