UK income bull/bear
By Robin Geffen, Fund Manager and CEO
Our base case for the UK economy is that growth continues to disappoint under a toxic mix of Brexit uncertainty, sterling depreciation-driven inflation and decreasing consumer confidence...
Market Update
Fund Update
Neptune Japan strategies: playing the weakening yen
By Chris Taylor, Investment Director, Head of Research
The Neptune Japan Opportunities Fund has performed strongly in 2017 so far, rising 9.6% in sterling...
Market Update
European value: a sustainable alpha generator
By Rob Burnett, Investment Director, Head of European Equities
Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the key factors behind value's resurgence and why he believes the strategy's outperformance is a multi-year event...

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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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