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.
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.
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.
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.
Investors remain lukewarm on the prospects for Japanese equities – 5 experts tell us why we should not overlook the opportunity in Japanese equities.
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.
2016 was a weak year for technology IPOs – only 13 US venture-backed tech IPOs hit the market, in spite of fairly high public market valuations and investor appetite.
Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?
Although in political terms 2016 will be remembered for the seismic shocks of the Brexit vote and Trump presidential victory, the year was also a watershed one for the global economy and emerging markets in particular.
We have witnessed a drastic style rotation in Japan’s equity markets between the first and second halves of 2016. After a strong start in the first half of the year, quality growth companies underperformed sharply as investors shifted into value-oriented stocks trading at lower valuation multiples following Britain’s EU referendum. So what are the prospects for Japanese quality stocks in 2017?
2016 was the first year that value stocks outperformed growth in Europe since 2009.
Kunal Desai, manager of the Neptune India Fund, comments on how India’s 2017 budget will impact the Indian economy and equity market.
A by-product of sterling weakness is inflation, and we expect this to continue to gather steam over the coming months, with energy and food prices the hardest hit.
The popularity of factor (sometimes called ‘style’) based investing has grown significantly. In 2016, ‘smart beta’ ETFs saw record inflows with assets under management reaching $30.6bn, a 40% increase from 2015.
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...