Travis Spence, Head of the GFICC EMEA Client Portfolio Management team speaks on the JPM Global Bond Opportunities fund
Many emerging market economies have strengthened, putting them on firmer footing for future growth. We believe valuations remain attractive but this asset class needs careful handling: investors should look for a quality-focused approach with risk mitigation...
After a quiet year for M&A in 2016, UK equities have been bolstered by increased deal activity year-to-date. Neptune's Mark Martin explains why he believes M&A could continue to drive the outperformance of small and mid-caps in the coming months
The S&P 500 Tobacco index has out-performed the S&P by more than 1,000% over the last 28 years, creating significant investment returns for investors.
The biotech sector has been churning out a new generation of drug treatment options.
The video gaming industry is maturing. While it has been around for nearly half a century, we believe this fast-growing market segment is entering a new and potentially disruptive stage.
This year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for the global cycle.
Investors should adopt a total return approach in the current environment according to Matthews Asia's Yu Zhang
UK housebuilders have performed strongly in recent times, rising in excess of 400% since the financial crisis. But with house price growth slowing and construction workloads decreasing, do UK housebuilder stocks represent a concrete investment?
Neptune's Chief Economist and CIO James Dowey explains why he is increasingly cautious about the outlook for the UK economy and consumer, and believes UK investors will have to be highly selective as a result.
Quantitative easing (QE) has resulted in heavily indebted developed economies and has had varying degrees of success. The question now for QE is not about how much, but how much longer?
Sorting Through the Noise
Few individual stocks have generated as much excitement this year as the US FANGs: Facebook, Amazon, Netflix, and Google (now Alphabet).
Globalisation is often blamed for the world economy's ills. Many commentators attribute rising populism in the West to years of wage stagnation attributed to globalisation. But, in our view, deglobalisation would be costly and disruptive for all regions...
Value strategies have historically outperformed their growth counterparts, yet have suffered amidst adverse market conditions in recent years. While value's outperformance has returned, few funds are positioned for it. What's behind value's recent resurgence...
In a low interest rate world, the income challenge is both real and prolonged. Our three new Enhanced Income Exchange Traded Funds are designed to offer investors a source of attractive and cost-effective yield.
The Manager of the Lazard UK Omega Fund, Alan Custis, explains how a concentrated portfolio of 25-35 positions can outperform through the market cycle.
Invesco's Head of European Equities Jeff Taylor and Fund Manager Stephanie Butcher consider key issues affecting investors in Europe.
At a recent American Society for Clinical Oncology (ASCO) conference investors were able to review progress in immunotherapy clinical trials. The progress is positive. Incyte, for one, presented improved patient response rates in five types of cancer...
After having been out of favour for a number of years, investors are finally returning to European equities. However, with Europe having outperformed the S&P 500 by 6.3% in USD terms (as of 13/06/2017) year to date, how much outperformance potential is...
The Investec Global Quality Equity Income Fund turns 10
Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the political and economic factors driving European equities today.
Global emerging market investors often overestimate corporate growth potential and overpay for the comfort of quality
Kunal Desai, Head of Indian Equities