Europe: outlook for the rest of the year

Rob Burnett, Manager of the Neptune European Opportunities Fund, discusses why he believes markets are overreacting to recent events in Italy and the resilience of earnings growth.

Investment risks

This Fund may have a high volatility rating and past performance is not a guide to future performance. 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 sectors and securities are for illustration purposes only and should not be taken as a solicitation to buy. 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. Please remember that forecasts are not a reliable indicator of future performance. The content of this is formed from Neptune’s views as at the date of issue. We do not undertake to advise you as to any change of our views. Neptune does not give investment advice and only provides information on Neptune products. Please refer to the Prospectus for further details.

Recommended

HMRC-Paperwork-Closeup-700x450.jpg
4

FSCS hit with more than 300 claims over collapsed Sipp provider

The Financial Services Compensation Scheme has received more than 300 claims against the collapsed Lifetime Sipp Company in the last six months. Data provided to Money Marketing by the FSCS shows the number of claims being considered by the lifeboat fund has ballooned from 220 in July to 310 at the current time. Most of the claims are pensions related […]

Tapering of annual allowance – adjusted and threshold income

The definitions of adjusted income and threshold income used to determine whether, and to what extent, someone’s annual allowance will be reduced can be confusing.  Here we try to make sense of it all. The annual allowance will be reduced for high income individuals from 6 April 2016.  Our previous article Tapering of annual allowance […]

1

FSCS declares three more advice firms in default

The customers of five firms declared in default last month will be in line for compensation, the Financial Services Compensation Scheme has said. Three advice firms are on the lifeboat fund’s default list for September: London-based J. Soussan, Kent firm Foreman Financial Services and The Financial Factory in northern Belfast. Hertfordshire-based mortgage adviser, Independent Mortgage […]

Money-Cash-Coins-GBP-Pounds-UK-700x450.jpg
98

How much are advisers charging for pension transfers?

Defined benefit pension transfer charges are being put under the microscope again as the regulator turns over more potential conflicts of interest. With the British Steel Pension Scheme the latest to dominate headlines and the FCA ready to interrogate further as it extends its review to include all firms authorised to give pension transfer advice, […]

What can drive the India story forward?

By Kunal Desai, head of Indian equities, Neptune Since the election of Narendra Modi as prime minister in May 2014, Indian equities have gone on to outperform both developed and emerging markets. A busy period of governmental and economic reforms, a lower oil price and falling political risk have been the primary drivers over this […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment