Tuesday 13 May 10am
UK companies have been buying back shares at a remarkable rate over recent years. While this has been welcomed by UK shareholders, the Artemis Income team believe the UK market has far more to offer.
Register to hear from fund managers Andy Marsh and Nick Shenton as they explain why the competitive positioning for the type of companies they invest in, is the best they have seen in many years.
A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.
Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.
Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.
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