Abenomics in Japan has been a roaring success, and should not be seen as just a quick fix 'sugar high' for markets, according to Neptune's CEO Robin Geffen and chief economist James Dowey.
Neptune Investment Management is set to launch a second Japanese equity fund, allowing discretionary investors access to manager Chris Taylor without a portfolio-wide currency hedge.
We believe the most exciting stockmarket opportunities today are in those places where a new generation of leaders is successfully transforming economies and companies in favour of investors.
Fund managers have backed Italian banks to continue driving European equities higher this year, aided by a more supportive macro backdrop and beneficial domestic reforms.
Fund managers reveal currency plays
Kunal Desai, head of Indian equities, Neptune
Kunal Desai, head of Indian equities at Neptune, discusses his expectations for the Indian market and highlights the key indicators he is watching for 2015