Japan: the standout value market
By Anna Pugh, Client Investment Strategy Manager
Japan is the only major equity market to have de-rated since the Eurozone crisis. It is now cheaper than when Abe came to power – earnings have grown by 150% but the market has barely doubled. ...
Market Update
Economic Update
Global market outlook
By Joshua Ausden, Head of Client Investment Strategy
Global equity markets have continued to make strong progress this year, although returns for UK...
Economic Update
Latin America's dramatic transformation
By Thomas Smith, Investment Director, Head of Latin American Funds
The investment case for Latin American equities has transformed dramatically over the past eighteen months and, looking forward, it has two distinct drivers. In the short-term, the region is benefiting from a cyclical economic recovery...

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Real world research from Neptune

Our real world research focuses on questions where differences of interpretation by investors are large. We believe that strong outperformance can be achieved by correctly interpreting changes in the real world, from industry disruption through to individual company strategies.

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