Artemis Advisors Logo

Tag Archives: investment outlook

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 2016

February 16, 2016 BY

Today we are releasing our 2016 Investment Outlook and Strategy Report.  In this issue, we review the strategy moves we made in 2015 and how they played out and we also discuss our positioning for 2016.

In brief, we favor Europe and the U.S. over emerging market and favor a better balance between credit-sensitive and interest-rate sensitive debt.  We do not believe Treasury yields are … Read more