Industry Voice
Industry Voice: UK housebuilders - A concrete investment?
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?
Industry Voice: Clouds are gathering over the UK economy
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.
Industry Voice: The long unwinding road of quantitative easing
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?
Industry Voice: Global Tech Investing
Sorting Through the Noise
Industry Voice: Japan's FANGs - The little known winners of the IoT revolution
Few individual stocks have generated as much excitement this year as the US FANGs: Facebook, Amazon, Netflix, and Google (now Alphabet).
Industry Voice: The underestimated perils of deglobalisation
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...
Industry Voice: European value's revival in 10 charts
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...
Industry Voice: New options for income
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.
Industry Voice: Getting an investment edge with a concentrated UK fund
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.
Industry Voice: Europe - have elections overshadowed opportunities?
Invesco's Head of European Equities Jeff Taylor and Fund Manager Stephanie Butcher consider key issues affecting investors in Europe.
Industry Voice: BB Biotech - Oncology sub-sector set to drive biotech returns
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...
Industry Voice: Is there Value left in Europe, and if so where?
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...
Industry Voice: Investec Global Quality Equity Income Fund
The Investec Global Quality Equity Income Fund turns 10
Industry Voice: European materials & the asymmetric opportunity
Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the political and economic factors driving European equities today.
Industry Voice: Digging deep for value
Global emerging market investors often overestimate corporate growth potential and overpay for the comfort of quality
Industry Voice: Three years of Modi - what next for India?
Kunal Desai, Head of Indian Equities
Industry Voice: Yielding strong results
Standard Life Investments' UK Equity Income Unconstrained Fund aims to deliver a yield in excess of 110% of the FTSE All-Share Index yield over a rolling three-year period.
Industry Voice: UK economic data has finally turned for the worse
In June 2016, immediately before the Brexit referendum, a curious thing happened.
Industry Voice: Up close and personal at Eastspring Investments
A fascinating new video reveals the contrarian nature of the team behind the Eastspring Investments - Global Emerging Markets Dynamic Fund. With behind-the-scenes footage, the camera catches up with a small, highly experienced group of valuation-driven...
Industry Voice: Trump's next phase - Where are the opportunities?
Lyxor's Head of ETF strategy, Adam Laird, recently did a series of interviews with Investment Week editor Lawrence Gosling, focusing on President Donald Trump, US equity and the outlook for investors.
Industry Voice: How Macron's win is changing the landscape for European equity
Investors breathed a sigh of relief after centrist, pro-EU candidate Macron's victory in the 1st round of French elections. Since then, European markets have come out swinging. Now he's secured the presidency, is another surge likely? In our view, the...
Industry Voice: Macron victory - what does it mean for European equities?
Centrist Emmanuel Macron's victory in the French election is a welcome, if unsurprising development for European markets. He gained nearly double the votes of Le Pen, with 66.1% compared to 33.9%. European investors can now put elevated fears over political...
Industry Voice: Is volatility dead? No, sell credit.
There are several arguments that one could currently make for why credit markets look unattractive.
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