What the UK election could mean for the UK economy and mid caps
By Mark Martin, Investment Director, Head of UK Equities
Mark Martin, Head of UK Equities, discusses the potential implications of the upcoming general election on the UK economy, sterling and the UK equity markets...
Economic Update
Market Update
French election update: Is this the signal for the European value rally to resume?
By Rob Burnett, Investment Director, Head of European Equities
While the polls were modestly wrong in the lead up to the two big political events in 2016, they...
Fund Update
Neptune Japan Strategy: stock drivers & currency calls
By Joshua Ausden, Head of Client Investment Strategy
Chris Taylor’s underlying investment case for Japan is centred on yen depreciation; he believes that Japan’s large and growing fiscal deficit is unsustainable without a weakened currency...

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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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