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Tariff Man, alternatives to US stocks and the ‘evergreens’: Thoughts from Fundswire this week

Johanna Vilay
29 January 2026
On Fundswire this week, Premier Miton analyses fall of the BRICS and US alliance while Liontrust Asset Management focuses on an “evergreen” asset class.
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Edu: Banks and the AI dilemma

29 January 2026
Aegon AM’s Cameron Shanks examines how adopting AI is improving the investment case for some banks.
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Edu: Seven UK tech stocks to watch (no Magnificent Seven in sight)

29 January 2026
Low valuations and high margins - UK tech companies show hidden strength.
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Priced for perfection: Are fund managers too far ahead of reality1111

29 January 2026
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Edu: ‘The market isn’t doing the work on tariffs,’ says veteran Edelsten

27 January 2026
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Baillie Gifford American beats JPM America Equity for US equity exposure

26 January 2026
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How do US elections affect the S&P 500 performance?

08 January 2026
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Record-breaking number of ETFs launched in the first half of 2025

08 January 2026
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How do US elections affect the S&P 500 performance?

08 January 2026
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Lovely Test

10 December 2025
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Test Umbraco 13x education

21 August 2025
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Test Umbraco 13x

21 August 2025
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China has outperformed India by more than 50 percentage points over the past year, yet the former stock market remains one of the cheapest in the world and the latter one of the most expensive.
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European banking shares have performed strongly for the past three years but have not run out of steam yet, evidence from Artemis’ proprietary stock-screening tool, SmartGARP®, suggests.
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Stock selection propelled Artemis’s four SmartGARP funds to the top of their peer groups during the first six months of 2025.
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Harry Eastwood reveals how SmartGARP aims to find companies with the most attractive financial characteristics.
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Artemis’ SmartGARP tool screens stocks for the eight factors that ultimately drive returns. So why has its creator Philip Wolstencroft always found investors so reluctant to do what it tells them?
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6 Artemis SmartGARP explained: The eight factors that drive returns
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