Which asset manager is the next takeover target?
Last week’s £11bn merger between Standard Life and Aberdeen Asset Management was a game changer for the industry. Portfolio Adviser asked several wealth managers and analysts, who’s next?
Neptune
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‘Once in a generation opportunity’ for European banks – Burnett
With the “three killer headwinds” out of the way, European financials stand out as an attractive bet for courageous investors looking to adopt a value bias, said Neptune European Opportunities manager Rob Burnett.
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Equity income sector ‘is riskier than you think’ – Neptune’s Geffen
UK equity income managers are corrupting what is supposed to be a “safe sector” by taking too much dividend risk and capital risk, according to Neptune’s chief executive Robin Geffen.
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The top five asset classes to target in 2017
As 2016 draws to a close, these are some of the key areas investors are pinning their hopes for the new year on.
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Taylor Wimpey shares spike despite sales slip
Taylor Wimpey was among the top ten FTSE 100 risers Monday morning after it put out a trading update, rising by 3.7% to 151p per share.
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Neptune and Raymond James join forces for DFM launch
Neptune is to launch a discretionary fund management business in partnership with Raymond James Investment Services under the moniker Equester Capital Management.
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Neptune US equities manager exits
Lead manager of the Neptune US Income and the Neptune US Opportunities funds James Hackman is leaving the firm to pursue other opportunities.
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EM equities see rapid rise in retail flows
Retail investment platform Rplan saw a big increase in flows into emerging market funds over the last three months, with the notable exception of China-only investments.
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Cowley to join Neptune as fixed income consultant
Neptune has hired Stewart Cowley, former head of fixed income and macro at Old Mutual Global Investors, as a fixed income consultant.
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Microsoft’s $26bn LinkedIn deal prompts mixed views
News of Microsoft’s LinkedIn acquisition has generated mixed views over its merit.
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Fed policy has an increasingly global outlook – Neptune
The Federal Reserve has opened the doors to a “globally aware” monetary policy, according to Ewan Thompson, head of emerging markets at Neptune.
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Milway in, Wintle out in Neptune manager reshuffle
Neptune Investment Management has hired Robin Milway as investment director and head of stock strategy, while Felix Wintle, ex-manager of the Neptune US Opportunities Fund, has exited the firm.