Crisis valuations – without the crisis
Sometimes the market is not just inefficient, it throws up opportunities that defy logic – and today, argues Jack Holmes, is such an occasion
Artemis
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People Moves: Artemis, BNP Paribas AM
UK manager adds Europe-based representative, as French asset manager names head of real estate debt
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Profiting from disruption to US equities – Artemis’s Stephanie Sutton
We asked Stephanie Sutton, investment director, US equities at Artemis Investment Management, about her outlook and her process
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How deep should your US equities cut be
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?