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Is the US still the land of opportunity?

10:35 - 11:15

Artemis’ Adrian Brass believes we are at the tail end of an economic cycle, with the delayed impact of financial tightening about to take its toll. At the same time, major government spending programs aimed at rebuilding, reshoring or decarbonising America, are just starting to benefit sectors from infrastructure and semiconductors through to defence and utilities. This combination of great uncertainty and divergent fundamentals Adrian believes present a fruitful environment for the conviction stock picker. In his presentation, Adrian explains why the Artemis US Extended Alpha fund is a differentiated offering both in terms of holdings and scope.


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