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The MM Podcast: How to cash in on foreign funds post-Brexit

The Neptune India fund has seen inflows of over £90m since the start of the year, and a lot of these came from investors looking for foreign funds in the wake of the EU referendum, says fund manager Kunal Desai.

Desai, the head of Indian equities at Neptune Asset Management, explains to investment reporter Valentina Romeo how the Indian economy is enjoying structural growth with a closer look at the sharp turnaround in companies’ earnings.

Kunal’s £120m fund is a concentrated portfolio of 30 to 50 stocks with a turnover of 10 per cent. The fund manager says despite the fund being mostly mid-cap biased, the companies he looks at are set to become blue-chip firms in the next ten years.

The fund has returned 30.5 per cent over one year period, compared to the 8.9 per cent of the IA Specialist sector, according to Morningstar.


The MM Podcast: Has smart beta finally hit the mainstream?

In 2016 more than €6bn has been added to smart beta strategies. But have advisers embraced the trend or are smart beta products still in their infancy? Elsewhere, other investment strategies this year had a lot to do with inflation protection, following significant monetary policy intervention from central banks around the world. Investment reporter Valentina […]

The MM Podcast: Advice review, annuity merger and exit fees

In the latest Money Marketing podcast, head of news Tom Selby and Hargreaves Lansdown head of pensions research Tom McPhail discuss the ramifications of the Government’s advice review. The joint Treasury/FCA review, announced earlier this month, is expected to generate plans to better establish a broad-based financial advice market, create a clearer regulatory environment, and […]


The Money Marketing Podcast: Are we really at risk of global recession?

We are less than two months into 2016, and yet we have seen markets recording their worst weeks for many years. The recent volatility begs the question whether these setbacks will ultimately lead to another global economic recession. Investment reporter Valentina Romeo speaks to M&G fund manager Stephen Andrew and Axa Wealth head of investing […]


Guide: reporting to the Pensions Regulator — what and when?

Johnson Fleming has published a step-by-step guide demonstrating the importance of record keeping and reporting, and how it can ensure you operate a successful scheme. The guide takes you through some key questions you need to ask and identifies the information you need to obtain. The topics include: why you need to keep records and the benefits of doing this; registering your scheme; what information you need to record to ensure you meet the Pensions Regulator’s requirements; and what items need to be recorded and when.


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