"There is a scarcity of safe assets" - Jacob de Tusch-Lec of Artemis Global Income | IC Interviews
Failed to add items
Add to basket failed.
Add to wishlist failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
"There is a scarcity of safe assets" - Jacob de Tusch-Lec of Artemis Global Income | IC Interviews
-
Narrated by:
-
By:
Summary
At £5.7bn, Artemis Global Income is one of the biggest global income funds available to UK investors. It posted enthusiastic returns in 2025, well above what you would normally expect from this kind of fund. But has this made the portfolio expensive, and where does it go from here?
Manager Jacob de Tusch-Lec talks to Val Cipriani about being nervous of what comes next, whether the war in Iran means 2022 all over again for stock markets, and how he feels about AI.
Timestamps
00:00 Intro
01:07 What is Artemis Global Income?
02:26 Three buckets
04:21 Importance of valuation
05:40 Recent performance
10:49 Are we going back to 2022?
16:20 AI investments
19:19 Financial industry
24:05 Is there value in the UK?
27:26 Recent changes
32:50 When to sell
34:21 Emerging markets
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.