‘It’s hard to find safe assets’ - Jacob de Tusch-Lec of Artemis Global Income | IC Interviews - Investors' Chronicle

At £5.7bn, Artemis Global Income is one of the largest global income funds available to UK investors. It posted enthusiastic returns in 2025, well above what you would normally expect from this kind of strategy. But has this made the portfolio holdings expensive, and where does it go from here?

Manager Jacob de Tusch-Lec talks to Val Cipriani about being nervous about 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.