Article 50 Q&A
By Holly Cassell, Assistant Manager of the UK Mid Cap & UK Opportunities Fund
Holly Cassell, Assistant Manager of the top-performing Neptune UK Mid Cap Fund, discusses the potential near-term impact of Article 50 and the Brexit negotiations that she believes investors should pay most attention to...
Economic Update
Market Update
Commodities, politics & reform in Latin America
By Thomas Smith, Investment Director, Head of Latin American Funds
<em>Emerging markets are increasingly discussed within the context of reform. With Brazil now...


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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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