Industry Voice: Returning from a recent research trip to China, Ewan Thompson and Ruth Chambers highlight the key macro drivers and how these are informing the Neptune Emerging Markets Fund. They also discuss the stronger US dollar and its impact on the...
Fourth manager to join
Tom Smith has been at Neptune since 2009
Improvement in corporate cashflows and industrials
Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
IA UK Equity Income sector average down 3.9%
Avoiding domestic stocks
Strong month for technology
What made the headlines?