European shares rallied after the first round of France’s presidential election yesterday, but which funds stand to take advantage of any change in market leadership?
Wealth managers will be keeping a keen eye on the banking sector this week as four of the sector’s biggest players report first-quarter results.
Snap elections, rogue communist states and curious beards... today shares many similarities with the 1970s, but is inflation set to be the ultimate parallel with politics of the past?
The murky state of UK politics is cementing wealth manager and asset allocator aversion to domestic equity markets, as exposures continue to shrink.
When the FCA published terms of reference for its Market Study of Asset Management in 2015, wealth managers breathed a collective sigh of relief.
The first round of the French election is a few days away. So what are investors doing to protect against another potential shock victory and near-term volatility?
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
As March’s UK inflation figures were released predictions fired around whether it had peaked, interest rate expectations and all manner of rationale.
The US airstrike on Syria and disappointing jobs data immediately brought down markets on Friday, and investment managers are beginning to protect their portfolios against more of the same.
The ‘squeeze’ on asset managers’ balance sheets is well known, while recent deals in the sector have failed to cheer shareholders, but there are nonetheless pointers to the industry’s future winners.
Pinning all our hopes in one direction nearly always ends in disappointment.
The Investment Association's introduction of the Volatility Managed sector has left some scratching their heads, asking if there is a method to its madness?
The FCA has been vocal in its criticism of active funds failing to beat their benchmarks after costs, but is it picking the wrong fight?
The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.
Markets have faltered over fears of a gap between what president Trump promised against what he can deliver - so is positive macro news across the pond all its cracked up to be for an investor?
While the momentous triggering of Article 50 was rather anti-climactic, should investors proceed with caution or carry on as before?
It is perhaps no accident that the business sectors that command the highest profit margins tend also to be the most well acquainted with controversy.
Record-low bond yields have sent investors in search of alternative credit options. With absolute return funds underwhelming, its time to look elsewhere in fixed income.
Holly Cassell, Assistant Manager of the top-performing Neptune UK Mid Cap Fund, discusses...
Kunal Desai, manager of the Neptune India Fund, comments on the implications of the...
It has been over four months since the surprise election of Donald Trump as US President....
Mark Martin and Holly Cassell highlight three high conviction holdings in the Neptune...
India is officially the world’s fastest growing major economy, and remains firmly...