Webinar: Not your typical global fund
Jacob de Tusch-Lec discusses how he is investing globally for income in the context of a regime change for the global economy – with the unwinding of low interest rates and globalisation, along with increased volatility.
Watch fund manager Jacob de Tusch-Lec as he discusses his contrarian approach to running the Artemis Global Income Fund – avoiding the ‘usual’ income darlings.
This leads to a high active share with c.50% of holdings off-benchmark and current overweights in Europe, value mid-caps and cyclicals – not your typical global fund.
Date recorded: Wednesday 19 June