Could Trump’s repatriation tax transform stock markets?
Although details of president Donald Trump’s repatriation tax plan are not yet concrete, Neptune Investment Management thinks it looks promising for the US economy and income investors.
Neptune to close US fund as another manager resigns
Neptune Investment Management has confirmed plans to close its £0.5m US Mid Cap Fund and that its manager Patrick Close has left the firm.
Why Neptune’s Geffen has lost faith in domestic stocks
Neptune Investment Management’s Robin Geffen has pointed to the UK’s “fundamentally weak” economy in his latest update as the key reason for avoiding domestic cyclical and banking stocks.
Neptune to disclose dividend risk for equity income funds
To promote “diversified” income streams, Neptune Investment Management will include information about where its equity income funds get their yield from.
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.
Quarter of UK income funds depend on single stock for tenth of yield – Geffen
A quarter of all UK equity income funds depend on just one stock to deliver more than 10% of their yield, according to “staggering” research outlined by Neptune Investment Management chief executive Robin Geffen.
Clearing the active passive fog around increasingly blurred lines
Post-RDR, the passive and active camps have both moved on, with debates around active share, index biases and cost all coming to the fore in the spirit of innovation.