Navigating a rising rate environment: Is quality king?

By Robin Geffen, Fund manager and CEO

Watch Robin Geffen, Neptune founder and manager of the top performing Global Alpha Fund, discuss the key stock characteristics that he is seeking to navigate a rising rates environment


In the video Robin discusses:

  • Why he believes a focus on quality growth will be crucial in a rising rates environment
  • The potential dangers of deep value, cyclical stocks
  • Key stocks and sectors, identified by Neptune’s enhanced investment process, that are driving the significant outperformance of the Global Alpha Fund

Investment risks

This fund may have a high volatility rating and forecasts 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. For details of further risks please see the Prospectus.

The material within this video is for information purposes only and is not a recommendation or advice to buy or sell investments. Neptune does not give investment advice and only provides information on Neptune products.

Any forecasts, projections or targets are to provide you with an indication only and should not be relied upon. Views expressed in this video are Neptune’s as at date of issue and we do not undertake to advise you of any changes.