Real World Investors
Investment Insight & Analysis from Neptune
Brexit fallout: ways to diversify from sterling and the UK economy
By Joshua Ausden, Head of Client Investment Strategy
Global stockmarkets were stunned by the UK’s decision to leave the European Union, with major indices all over the world posting significant losses. The UK housebuilders and banks in both the UK and Europe bore the brunt of the selling...
Market Update
Fund Update
Japan Opportunities Fund: Brexit update
By Chris Taylor, Manager of the Neptune Japan Opportunities Fund
Post Brexit, sterling has fallen significantly versus the yen as investors seek perceived ‘safe haven’ investments which they feel are less risky. The yen now stands at 136.3 to the pound, versus 156.5 on the 23 June – a 15% strengthening...
Economic Update
What to expect in the aftermath of Brexit?
By James Dowey, Chief Economist and CIO
In these very early stages following the “Leave” win any prognosis is by its nature highly tentative. It will be weeks before we are able to measure the impact of the result on the UK economy, and there are clearly no close historical parallels...

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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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