The Great British Pound Crash
By Holly Cassell, Assistant Manager of the UK Mid Cap & UK Opportunities Fund
What’s been behind sterling’s significant devaluation and what are the implications? Holly Cassell, Assistant Manager of the Neptune UK Mid Cap Fund, looks at the Great British Pound Crash and the implications for investors in an article that originally appeared in GQ.
Economic 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...
Market Update
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...

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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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