Jacob de Tusch-Lec
Fund manager of the Artemis Global Income Fund, discussing portfolio construction, valuation, sector positioning and views on macro and thematic trends such as AI, defence and emerging markets.
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Mar 31, 2026 • 38min
‘It’s hard to find safe assets’ - Jacob de Tusch-Lec of Artemis Global Income | IC Interviews
Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains his three-bucket approach to income investing and why valuation guides different parts of the portfolio. He discusses nervousness after strong returns, how geopolitics and oil could shift markets, targeted ways to gain AI exposure, and reasons for boosting emerging markets while trimming banks and defence stocks.
