Author profile
UK
As we have clearly seen in the UK this year, as equity markets go up, yields go down.
30 October 2016
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2 min read
Specialist
Demand for high-quality, healthier and sustainably produced food is growing rapidly.
30 October 2016
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2 min read
UK
Four months on from the EU referendum and the market has, thus far, taken the result very much in its stride.
30 October 2016
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2 min read
Asia
Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.
30 October 2016
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2 min read
Asia
Since the late summer of 2010, the MSCI China index has barely risen at all. However, such apparent placidity obscures how rough a ride the market has taken investors on writes Douglas Turnbull, manager of the Neptune China fund.
28 October 2016
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3 min read
UK
Some years ago, I wrote about our team's preference for maximum analytical flexibility as opposed to sector specialisation.
24 October 2016
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3 min read
Bonds
The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.
21 October 2016
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2 min read
Commodities
It is time to head back to the combustible subject of oil. Regular readers of this column will know that back in early September, I predicted a messy demise for the commodity.
21 October 2016
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4 min read