<p>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?</p><br><p>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.&nbsp;</p><br><p>Timestamps</p><p>00:00 Intro</p><p>01:07 What is Artemis Global Income?</p><p>02:26 Three buckets</p><p>04:21 Importance of valuation</p><p>05:40 Recent performance</p><p>10:49 Are we going back to 2022?</p><p>16:20 AI investments</p><p>19:19 Financial industry</p><p>24:05 Is there value in the UK?</p><p>27:26 Recent changes</p><p>32:50 When to sell</p><p>34:21 Emerging markets</p><br><p><br></p><br><p><a href="https://www.investorschronicle.co.uk/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Investors' Chronicle</a> has supported private investors in the UK for over 160 years by highlighting rewarding <a href="https://www.investorschronicle.co.uk/investment-ideas/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">investment</a> opportunities. </p><br><p>Investors' Chronicle is a service by the <a href="https://www.ft.com/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Financial Times</a>.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>