It was not surprising that March 2023 was in general a positive month for the European fund industry given the rather positive revisions of the economic outlooks for the major economies globally and a possible end of the interest hiking cycle of central banks in the near future. That said, mutual fund promoters (-€2.0 bn) faced outflows, while ETF promoters (+€13.0 bn) enjoyed inflows. The outflows from actively managed funds were driven by outflows from mixed-assets products (-€13.7 bn). Within the current market environment, it is somewhat surprising that European investors sold mixed-assets products since these products were European investors

European investors switched to a risk-off mode in March due to the global outbreak of the coronavirus and a possible recession caused by the lockdowns in a high number of countries around the world. As a result, investors faced an increased volatility on the global equity markets. Long-term mutual funds posted overall net outflows for the month. Commodity funds (+€2.2 bn) were the only asset type with net inflows for March. Conversely, bond funds (-€134.9 bn) faced the highest outflows overall, bettered by equity funds (-€48.9 bn), mixed-assets funds (-€38.7 bn), alternative UCITS funds (-€27.7 bn), real estate funds (-€1.5

In this #FundManagerChat podcast, Juan Valenzuela, co-manager of the Artemis Target Return Bond Fund, introduces this recent launch from Artemis and outlines the case for fixed income securities. Juan discusses the philosophy the fund, outlines the positioning of his portfolio and shares his views on the broader economic factors that are currently influencing fixed income markets. Running Order Run Time Topic 00:20 Outline the objective of the Artemis Target Return Bond Fund 01:15 What type of investor would be attracted to this fund? 02:30 How did you set your performance target? How confident are you that you will meet it?

On November 7, 2019 Refinitiv hosted the fourteenth annual Lipper Alpha Expert Forum in Canary Wharf, London. Held in conjunction with the Chartered Institute of Securities and Investment–the leading professional investment body in the U.K.– we welcomed some of the preeminent fund industry executives in Europe to share their views on key developments and challenges facing the industry today. The Lipper Alpha Expert Forum was opened by George Littlejohn from the CISI and Refintiv’s Head of Sustainable Investing & Lipper Fund Analytics– Leon Saunders Calvert. The Fund Flow Trends of 2019 Detlef Glow, Head of Lipper EMEA Research outlined the major

Artemis US Select Fund is a dynamic, multi-layered US equities proposition which is presided over by the highly experienced Cormac Weldon. His move to Artemis in 2014 was a coup for the firm and seems to be a good fit for the fund manager and his team, who have bedded down well in the Artemis environment. People Weldon is, rightly, a respected US equities fund manager. His background in accounting—for me, one of the best backgrounds for a fund manager—gives him the skills to navigate financial statements, which are vital for good stock picking. Furthermore, his entire career has been

The European fund industry enjoyed estimated net inflows of €41.3 bn in H1 2019. These inflows follow the first year with estimated net outflows since 2011. These inflows occurred in a volatile but positive market environment driven by discussions of a possible trade war between the U.S. and China, a possible return of the Euro crisis caused by developments in Italy and France, and a general economic slowdown with decreasing earnings at the company level. Nevertheless, since the equity markets showed a rebound over the course of H1 2019, one would expect to see net inflows into mutual funds. That

In this comprehensive outlook for European equities, Mark Page, fund manager of the Artemis European Opportunities Fund considers geopolitical influences, the opportunities for corporate growth in Europe and looks at current valuation levels. He also provides an outline of portfolio positioning with a case study of Novo Nordisk, and his exposure to European financial stocks. Running Order Mark is speaking with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters in London on June 2, 2017. About Mark Page Mark joined Artemis in September 2011 to launch and manage the Artemis European Opportunities Fund. He came from

Alex Illingworth, co-fund manager of the Artemis Global Select Fund talks about the unique thematic approach used to screen stocks in his portfolio and how he is finding enduring growth opportunities in a persistent low growth environment. He examines what parts of the global equity market are attractive and not, how Artemis consider a complex geopolitical environment and what factors have and haven’t worked in the portfolio over the last 12 months. Alex also explains the commitment to a real-return objective and how a naturally defensive bias in the portfolio reduces comparative draw-downs. Alex is speaking with Jake Moeller, Head

Highlights from the annual Artemis investment conference held on February 6, 2014, by Jake Moeller. This article concludes the highlights with a review of the remaining two funds that were showcased at “An Evening With Artemis.” Artemis Strategic Bond Fund James Foster and Alex Ralph have formed a very credible partnership at Artemis. James ostensibly concentrates on the investment-grade component and Alex on the high-yield, but they both work on duration and are clearly comfortable offering each other counsel and ideas. Although a highly flexible fund, the Strategic Bond Fund historically has had substantial exposure to the financial sector and

Highlights from the annual Artemis investment conference held on February 6, 2014, by Jake Moeller. Over the years “An Evening With Artemis” has grown to be a notable event in the calendar of U.K. IFAs and fund researchers. As well as the usual insights from founder Mark Tyndall and income manager Adrian Frost, this year Artemis showcased four funds. This article reviews the first two: Artemis Global Income Fund Despite his youthful countenance, fund manager Jacob de Tusch-Lec is a highly experienced and passionate fund manager with an exceptional grasp of economics and markets. Within Artemis his expertise has been