US equities: The economic cycle & value latency

It has been over four months since the surprise election of Donald Trump as US President. Despite the initial shock, the US stockmarket has continued to climb higher, with many investors forecasting that Trump will be more pro-growth than his predecessors.

Watch Robin Milway, lead manager of the Neptune US Opportunities Fund, discuss the outlook for the US market and how he has positioned the portfolio to insulate it from potential political and economic shocks.

In the video, Robin discusses:

  • How the US economic cycle has influenced the positioning of his portfolio
  • The reaction of the market since the election of Donald Trump
  • The importance of value latency
  • How he has adjusted the Neptune US Opportunities Fund to tackle recent currency moves.

Watch Robin Milway here

Important information – for investment professionals only. Not for retail clients. 

Investment risks

Neptune funds may have a high historic volatility rating and past performance is not a guide for future performance. The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. A majority of the investments made by the Fund may be in securities of small and medium sized companies. Such securities may involve a higher degree of risk than would be the case for securities of larger companies. References to specific securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Please remember that forecasts are not a reliable indicator of future performance. These are Neptune’s views and as such this document is deemed to be impartial research. 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. 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 Prospectus for further details.


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