Video update: Winners and losers in a rising US rate cycle

US rate rise: A new era to buy and hold quality

By Felix Wintle, Head of US Equities

Watch Felix Wintle discuss the US’s first rate rising cycle in a decade and why he believes a focus on quality stocks will be key for outperformance in this environment.

In the video Felix discusses:

  • The impact that he expects rate rises to have on US equities
  • Why he has adopted a low turnover, quality bias in the Neptune US Opportunities Fund
  • Healthcare and tech stocks identified by Neptune’s enhanced global sector process that he believes are best placed to outperform in this environment

Recommended

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

Jelf confirms Marsh takeover talks

Employee benefits and financial planning firm Jelf Group has confirmed it is in talks with insurance broker Marsh over a potential takeover. In a statement on the London Stock Exchange this morning, Jelf says: “Discussions, which are ongoing, are at an early stage and there can be no certainty that any offer will ultimately be […]

3

Apfa launches second ‘cost of regulation’ survey

Apfa has launched its second “cost of regulation” survey as the Government prepares to investigate the operation of the advice market. The survey aims to record both direct and indirect costs on Apfa members. Last year’s study found that smaller firms were spending on average 12 per cent of their income on compliance and regulation, […]

House-Home-Property-Ladder-Mortgage-700x450.jpg

House prices rise 5.7% in past year

UK house prices grew 5.7 per cent to £277,000 in the year to June, according to the Office for National Statistics. On a monthly basis, prices were up 0.4 per cent from May. Northern Ireland experienced the largest growth over the past 12 months, at 9 per cent; followed by England, at 6.1 per cent; […]

House-Home-Property-Ladder-Mortgage-700x450.jpg

Gross lending reaches 7-year high

Gross lending reached a seven-year high in July, according to the Council of Mortgage Lenders. Lenders advanced an estimated £22bn last month – 14 per cent higher than the £19.4bn advanced in July 2014 and 9 per cent higher than the £20.1bn advanced in June. CML economist Mohammad Jamei says: “At £22bn, our estimate of […]

Five ways to invest in the connected world

Smart utility metering; fitness trackers; connected cars; smart factories; precision agriculture: the internet of things encompasses myriad applications. But how do you gain exposure – and profit – from this growing trend, asks Neptune fund manager & CTO Ali Unwin. Read more: Important information Investment risks Neptune funds may have a high historic volatility rating […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment