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Global equities: Looking for cyclical opportunities …


14 Feb 2017

FILM CLUB
With some ‘steady growth’ stocks looking overvalued, Simon Edelsten, manager of the Artemis Global Select Fund, finds cyclical stocks more attractive.

Simon Edelsten, manager of the Artemis Global Select Fund, has been looking at cyclical stocks. He talks to Artemis’ Vik Heerah about increasing the fund’s holdings in financials and in Japan.

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