It’s still relatively early days for the IA Global Emerging Market Bond sector,...
The need for an improvement in Japanese corporate governance is not a new topic, and it has received a lot of attention in recent years. However, change never happens quickly in Japan and some investors are now asking whether it’s making decent headway.
India is officially the world’s fastest growing major economy, and remains firmly on track to become the world’s third largest economy by 2030, overtaking Japan and Germany. As an accelerating labour force combines with increasing labour productivity, is India getting too big to ignore?
Artificial intelligence, driverless cars, big data. As technological advancements – and disruption – increasingly dominate headlines, Ali Unwin sets out six key themes he is watching in 2017.
Mark Martin and Holly Cassell highlight three high conviction holdings in the Neptune UK Mid Cap Fund that they believe are well-positioned to benefit from Brexit.
Kunal Desai, manager of the Neptune India Fund, comments on the implications of the BJP’s historic election win in India's most populous state, Uttar Pradesh.
It has been over four months since the surprise election of Donald Trump as US President. Despite the initial shock, the US stockmarket has continued to climb higher, with many investors forecasting that Trump will be more pro-growth than his predecessors have been.
Holly Cassell, Assistant Manager of the top-performing Neptune UK Mid Cap Fund, discusses the potential near-term impact of Article 50 and the Brexit negotiations that she believes investors should pay most attention to.
When it comes to investment, we certainly subscribe to the view that economic or business forecasts are unhelpful at best and dangerous at worst.
If you are managing a portfolio made up of traditional asset types just now, it’s likely that you’ll be on the lookout for alternative sources of return.
Global markets never stand still, and the world is changing every day – but how much of an investor’s perception is still anchored in old information and thought processes?
An inflection point was reached during the middle of 2016, as investors realised that interest rates simply could not fall any further.
Kunal Desai, manager of the Neptune India Fund, comments on India’s latest GDP figures.