Disruptive mid-caps the winners in India – Neptune
Mid-cap companies will be the drivers of economic growth in India through their disruptive business models, according to Kunal Desai, manager of the Neptune India Fund.
Mid-cap companies will be the drivers of economic growth in India through their disruptive business models, according to Kunal Desai, manager of the Neptune India Fund.
Neptune Investment Management will launch the Neptune Global Technology Fund on 15 December.
We are entering a new chapter where technology is the most important area to consider when investing, according to Neptune’s James Dowey.
Sub $50 oil could be the norm for the next decade or two, according to Neptune Investment Management investment director and head of research Chris Taylor.
Bottom-up investing will be crucial to US equity investors as the market enters the next phase of the investment cycle, according to Neptune’s Felix Wintle.
Investor sentiment continues to lean towards defensive assets as UK Equity Income and Property remain the best-selling sectors, as shown in FundsNetwork study of June sales data.
It has certainly been an interesting year for investors in Chinese equities, to put it mildly.
Turnaround stories are an investor’s best friend, and we believe the biggest in the world today is Japan.For more than two decades from 1990, Japan’s economy was beset by the deflating of a major asset price bubble.
Shinzo Abe’s ‘three arrows’ economic strategy is helping to make Japan an attractive proposal, says Richard Philbin, CIO at Harwood Capital, yet an ageing population and a mistrust of reform are obstacles to be overcome.
Neptune has promoted James Dowey to the newly created role of chief investment officer alongside his position as chief economist.
The Fed has signalled a rate rise, and dollar strength has played its part, but it will take unforeseen events to halt the US equity rally.
Neptune Investment Management has broadened its UK equities offering with the launch of a distributing share class on both its UK Mid Cap and UK Opportunities funds.