A deep dive on the US
By Robin Milway, Investment Director, Head of Stock Strategy
The major event within the last quarter of 2016 was of course the US election which, swung markets around in the weeks running up to the vote...
Fund Update
Sector Insight
Artificial Intelligence: what it means for the economy and investment
By Ali Unwin, Chief Technology Officer & Fund Manager
Artificial Intelligence (AI) has taken on the mantle from ‘Big Data’ and the ‘Internet of Things’...
Economic Update
India budget and the liquidity supercycle
By Kunal Desai, Investment Director, Head of Indian Equities
Kunal Desai, manager of the Neptune India Fund, comments on how India’s 2017 budget will impact the Indian economy and equity market...

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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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