Europe 2017: Value, large-caps & liquidity

Joshua Ausden, Head of Client Investment Strategy, Neptune

Read more here

Important Information – for Investment Professionals Only. Not for Retail Clients.
Investment risks
Neptune funds may have a high volatility rating and past performance and forecasts are not a guide to future performance. These are Neptune's views and as such this document is deemed to be impartial research. We do not undertake to advise you as to any change of Neptune's views. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. References to specific securities or sectors are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason the comparison index should be used for reference only. Neptune does not give investment advice and only provides information on Neptune products. Please refer to the prospectuses for further details.

Recommended

S Harper Attivo 700

Old Mutual Wealth acquires DFM Attivo

Old Mutual Wealth’s Quilter Cheviot has acquired the discretionary investment arm of Attivo Group for an undisclosed sum. The deal is expected to complete by the end of March, and adds £300m in assets under management. Attivo Investment Management’s clients will be managed jointly between Quilter Cheviot’s Bristol and London offices. The acquisition has already […]

5

FCA grants investigated individuals chance to ‘partly contest’ cases

The FCA is introducing a new process for partly contested cases to allow a person under investigation to agree elements of a case and contest others before its Regulatory Decisions Committee. The person being investigated could agree the penalty, facts and liability, or a combination of these. It will still be possible to get a discount […]

Mark Barnett: The sectors bouncing back from a Brexit beating

After a year of extremes and the unexpected, the road ahead for UK equity markets looks uncertain. While forecasts of systemic financial disruption as a result of the EU referendum have proven largely unfounded, the decline in sterling and UK government bond yields following the vote triggered significant rotation across sectors. Companies perceived to have […]

UK housebuilders remain a value trap – despite post-Brexit falls

By Mark Martin & Holly Cassell, Neptune UK Equities As investors continue to digest the UK electorate’s vote to leave the EU, Neptune’s Mark Martin and Holly Cassell explain why they believe housebuilders remain dangerously overvalued Click here to view full article Important information  Investment risks  Neptune funds may have a high historic volatility rating and […]

India: are further rate cuts on the horizon?

By Kunal Desai, head of Indian Equities, Neptune Kunal Desai, manager of the Neptune India Fund, discusses the key drivers of the Indian market’s outperformance and why he expects another rate cut, which will likely further support equities.  Read more here Important Information Investment risks The Neptune India Fund may have a high volatility rating […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment