Artemis

Investment Management
What war in Iran means for global markets
Fund managers at Artemis consider the range of possible outcomes from recent events in the Middle East.
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Investment Management
The UK opportunity in plain sight
Why do UK small caps remain discounted?
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Investment Management
Passive bond funds’ fatal flaws
Structural weaknesses make passive bond funds fragile when markets move.
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Investment Management
Rethinking safe havens in fixed income
Artemis’s Liam O'Donnell says that while long-duration bonds have “rediscovered some of their poise”, he finds it difficult to look beyond the real yields being generated at the short end.
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Investment Management
Three big questions facing bond investors in 2026
Where are the opportunities for fixed income investors?
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Investment Management
The AI conundrum that every investor needs to know about
The AI boom is powering ahead, but could rising competition and higher costs challenge the biggest players?
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Investment Management
Will 2026 be China’s year?
Where are the opportunities in the world’s second-largest economy?
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Investment Management
Where to find the ’free lunches’ in fixed income
Diversification is supposed to be the only free lunch in investing, but corporate bond investors can find many more – if they know where to look.
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Investment Management
Sticky, not scary: Why investors shouldn’t fear inflation
Liam O’Donnell, who leads the Artemis fixed income team's strategy on macro and rates, believes sticky inflation will keep policy rates elevated and the cutting cycle is almost over.
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Investment Management
Gilt market volatility isn’t all down to the ‘moron premium’
This time, politicians’ mistakes are not solely to blame for pushing up gilt yields, argues Artemis’ Head of Fixed Income, Stephen Snowden
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Investment Management
What lies ahead for investors in 2026?
Following the turbulence and uncertainty of 2025, what do investors need to be aware of this year?
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Investment Management
Do rising rates mean now is the time for active investing?
Rate hikes have provided new opportunities for stock pickers.
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