This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Tax rules can change and benefits depend on personal circumstances.
Risk Warning: This podcast is not personal advice. If you're unsure whether an investment is right for you, please seek advice. Investments can rise and fall in value, so you could get back less than you invest. Past performance is not a guide to the future. This episode discusses specific companies, sectors and investment themes, including banks, defence, technology and commodities. These references are provided for information only and should not be considered a recommendation to buy, sell or hold any investment. Any views expressed are those of Artemis at the time of recording and may change. Past performance is not a reliable indicator of future returns.
Watch: Anna Macdonald and Jacob de Tusch-Lec on post-Covid markets and the new world order
Jacob de Tusch-Lec – manager of the Artemis Global Income fund – talks navigating the post-Covid market backdrops. Higher inflation, shifting spheres of influence, changing trade patterns and greater geopolitical uncertainty are the new world order.
For Artemis Global Income, that means looking beyond the typically dominant areas and the era of ultra-low interest rates to find opportunities in more tangible, asset-backed parts of the market. It’s about finding the balance between traditional income-generating stocks and more contrarian investments.