Gathering momentum: what can drive the India story forward?
By Kunal Desai, Fund Manager
Since the election of Narendra Modi as Prime Minister in May 2014, Indian equities have gone on to outperform both developed and emerging markets. A busy period of governmental and economic reforms, a lower oil price and falling political risk have been the primary drivers over...
Video Update
Economic Update
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...
Market Update
Rob Burnett: why I believe value’s recent outperformance has much further to run
By Rob Burnett, Investment Director, Head of European Equities
Rob Burnett, manager of the Neptune European Opportunities Fund, explains why he believes that value’s dominance in the third quarter of this year is a sign of things to come. This article was first published on Trustnet.

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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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