Investing in US equities: opportunities across three themes, March 2023

Artemis US Smaller Companies manager Cormac Weldon gives his thoughts on the US economy, including why he believes a slowdown hasn’t arrived quite yet and what that means for smaller companies. Cormac tells us about some long-term themes such as renewable energy and infrastructure and tells us why pharmaceuticals and semiconductor manufacturers are moving back to the US. Prerecorded on 8th Feb 2023.