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Decoding US equities with Artemis

22 Jul, 2024 | Return|

Join Square Mile’s Jake Moeller as he sits down with Cormac Weldon from Artemis Fund Managers. Cormac, who manages Artemis’ US equity strategies, including the A-rated Artemis US Select Fund and the double A-rated US Smaller Companies Fund, dives into the nuances of US equity investing. 

In this episode, Cormac discusses the strategies behind managing these funds, the importance of robust asset allocation, and how the ever-changing political landscape impacts the risk profile of his portfolios. Tune-in to discover why US equities hold significant appeal and what future opportunities lie ahead for investors.

 

 

Don't have time to listen to the full episode, jump to your favourite part: 
 

  • 01:14: How do you balance your time between research, internal meetings, and other commitments? 
  • 09:00: Is indexing always the best approach for US exposure?
  • 09:31: What keeps you awake at night?
  • 14:10: What factors might lead you to reconsider an investment position?
  • 16:00: Do you have an interesting statistic of the week to share with our listeners?
  • 20:02: Can you highlight some of the future opportunities you're exploring?


This podcast was recorded in June 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 

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