Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the political and economic factors driving European equities today.
After a quiet year for M&A in 2016, particularly in the FTSE 250, could we be in for a much busier 2017? Neptune’s Holly Cassell argues that despite the shifting political landscape, the UK has an abundance of quality companies that are attractive targets in their own right, and whose valuations are too good for overseas investors to ignore.
Mark Martin comments on the Neptune UK Mid Cap Fund’s positioning and the opportunities presented by weak sterling.
Whilst the viability of Brazil's reform agenda has been called into question by the recent Temer scandal, Neptune’s Thomas Smith believes the economy remains in a fundamentally stronger position.
Emerging markets have dramatically upstaged developed markets over the past year, and Neptune’s emerging market range has outperformed across the board. A year after it troughed, what is the outlook for the asset class?
Three years ago India’s Prime Minister Narendra Modi swept into power in an historic election. The first party in the country’s history to govern without the need for coalition support, Modi’s BJP was voted in on the promise of an impressive reform agenda. Under Modi, India’s macroeconomic health is the strongest it has been in a decade whilst growth is accelerating, inflation is falling and external vulnerabilities are diminishing argues Kunal Desai, Manager of the Neptune India Fund.
Centrist Emmanuel Macron’s victory in the French election is a welcome, if unsurprising development for European markets. He gained nearly double the votes of Le Pen, with 66.1% compared to 33.9%. European investors can now put elevated fears over political uncertainty to rest in 2017.
Since launch in 2004, Fulcrum has operated in a world of constantly and sometimes dramatically changing markets. Managing multi-asset strategies to generate stable outcomes within this environment requires both deep technical knowledge and experience to identify the opportunities and manage risk across global markets.
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?
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.
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.