It’s too soon to write Apple off

By Ali Unwin, Chief Technology Officer & Fund Manager at Neptune

Earnings season is noisy in the technology sector and a good quarter does not make a good investment. Numbers that come in marginally ahead or behind ‘market expectations’ are extrapolated to produce narratives showing the rise or fall of companies. Our job as technology investors is to pay closer attention to longer-term trends that are far more meaningful in terms of each company’s future prospects: competitive position, pricing power and sustainably growing cashflow streams.

Click here to read more

Important information: Investment Risks

The value of an investment and any income from it can fall as well as rise and you may not get back the original amount invested. Forecasts and past performance are not a guide to future performance. Any forecasts, projections or targets are to provide you with an indication only and should not be relied upon. 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. Investments in emerging markets may be higher risk and more volatile than investments in developed markets. References to specific sectors are for illustrative purposes only.

The content of this article is formed from Neptune’s views and 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 fund prospectus for further details.

Recommended

SFO pressed to cut ‘blockbuster funding’ to tackle staffing issues

The Serious Fraud Office would be better value for money if its dependence on “blockbuster funding” was reduced, according to a government report that found the SFO’s current funding model is leading to staffing gaps. HM Crown Prosecution Service Inspectorate has published a report into the SFO’s governance arrangements that detailed nine recommendations for improvement. […]

2

Why FAMR misses the point on demand for advice

The FCA has published a speech made by acting chief executive Tracey McDermott at a recent conference I attended on the Financial Advice Market Review. The speech, entitled The regulation of Advice – Recommendations post-FAMR, can be found on its website. Coincidentally, it was announced McDermott would be leaving the regulator just before she stepped […]

Best Mortgage Lender: Nationwide

At a time when rates are at record lows, differentiation between lenders’ products becomes harder to pin down. Nationwide was named Best Mortgage Lender not just because of its rates, which brokers say are competitive, but also because of the ease of placing business with the building society. Brokers also commend Nationwide for its efficiency, […]

Europe: banking on a recovery

Neptune video: Europe — banking on a recovery

Arguing that the eurozone crisis is over, watch Rob Burnett, head of European equities at Neptune, discuss the sectors that he’s investing in to harness the recovery. 

In the video, Burnett addresses the following: 

• The primary drivers of the eurozone’s economic recovery
• The turnaround in individual countries’ current accounts
• Sectors best positioned to harness the recovery, without offering undue exposure to risk

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com