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Douglas Turnbull, manager of the Neptune China and Greater China Income funds, explains why a slowdown in growth is not a reason to abandon the country.
Gujarat, once the driving force of Indian independence, is now set to lead the country’s investment story, writes Ewan Thompson, investment director and head of emerging market equities at Neptune.
Emerging Asia’s policy flexibility and relatively low debt will see it return to growth before the West, says Thomas Sinclair, manager of the Neptune Asia Pacific fund.
Other Neptune articles
As the year of the rabbit begins, Professional Adviser asks top managers for their outlooks for the country.
Neptune founder and CEO Robin Geffen believes UK dividend growth could exceed the 15% consensus forecast next year despite the muted economic environment.
Former Axa Framlington CEO Robert Kyprianou has joined Gartmore as an independent non-executive director.
Neptune and Martin Currie are the latest asset managers to be linked with troubled group Gartmore, with rumours suggesting the pair have expressed an interest in acquiring a stake in the firm.
Emma O’Neill, investment research analyst at OBSR, a Morningstar company, compares some of the Europe funds rated by the business.
The economic monopoly enjoyed for so long by the US is set to come to an end, with Bric countries moving in to replace it, Robin Geffen says.
One year on from FTSE hitting a six year low, many are looking to UK equities to lead a recovery, but is the recent rally underpinned by anything more substantial than hope?
In the wake of this year's Budget, with the UK just out of recession and facing a possible hung parliament, advisers face an uncertain domestic economic outlook.
Robin Geffen and Emma Stanford from Neptune Investment Management say demand for income coupled with a low supply should allow UK equity income funds to generate significant returns this year.
UK Equity income investors face high concentrations of risk, with just 10 companies paying 60% of all dividend income according to a recent statement.
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