In this investment special, Anna Macdonald sits down with Artemis Global Income Fund manager Jacob de Tusch-Lec to explore the themes driving the fund’s long-term success. They discuss navigating a changing world order, opportunities in banks, defence, commodities and AI infrastructure, and why the fund remains underweight the US and technology. Jacob shares his contrarian approach to income investing, portfolio discipline, and where he still sees value in today’s increasingly concentrated global markets.
This podcast is not personal advice. If you're unsure whether an investment is right for you, please seek advice. Investments can rise and fall in value, so you could get back less than you invest. Past performance is not a guide to the future. This episode discusses specific companies, sectors and investment themes, including banks, defence, technology and commodities. These references are provided for information only and should not be considered a recommendation to buy, sell or hold any investment. Any views expressed are those of Artemis at the time of recording and may change. Past performance is not a reliable indicator of future returns.
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