OK, I admit it: I am a bit biased and I tend to try to look for the good. But I think this Budget could be interpreted by the proactive and positive among us as one for advisers, platforms and asset managers. Of course, a lot of the announcements were proposals for post-election change but […]
Jacksons Wealth Management managing director Pete Matthew has launched a website offering paid-for courses on personal finance. Matthew set up financial education site MeaningfulMoney five years ago, which offers videos and podcasts. Its podcasts receive over 500 downloads per day. Matthew has today launched Meaningful University, which is initially offering a four-week online course on […]
By Robin Geffen, Fund Manager and CEO
Internet giant Alibaba is exactly the type of entrepreneurial company that the high-conviction, top-performing Neptune Global Alpha Fund seeks to invest in. Established just 14 years ago in an apartment in Hangzhou, today Alibaba is larger than Amazon and eBay put together and is challenging some of the most powerful internet companies in the world…
The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Forecasts and past performance are not a guide to future performance. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. These are Neptune’s views and as such this document is deemed to be impartial research. We do not undertake to advise you of any change to our views.
This year’s Budget statement confirmed that up to five million pensioners are to be given new flexibility to trade in their annuities for cash from next year. The rationale is to ensure that people who have already purchased an annuity have access to the same pension freedoms now in place for those approaching retirement. The […]
Jacob de Tusch-Lec, manager of the Global Income Fund, analyses a sell-off so “vicious” that the ‘hot’ stocks are underperforming emerging markets. What does it mean for the portfolio – now and in the months to come?
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