Neptune Japan Opportunities manager runs a consolidated portfolio of evenly sized holdings of between 2% and 3%
As the New Year progresses, we are encouraged by improvements in the US economy, as demonstrated by Q3 growth in GDP and other leading economic indicators.
After a return of more than 20% sterling terms in 2009, European equity market valuation is back to more normal levels at 12x forward earnings, but still attractive on historical terms with a 4% expected dividend yield.
Japan Growth fund to redenominate allowing shares to be included in FTSE All Share
This week's Conjecture panel discusses investment potential in structured products
Future Fuels is raising a £40m fund to invest in the British Renewable Transport Fuel (RTF) market.
CEO's baseline scenario is muted economic growth with muddled policy response
SVM Asset Management's Colin McLean believes the case for investing in gold miners has gained impetus from bullion's recent performance in sterling terms.
After 12 turbulent months for equity markets, top industry managers believe the worse is now behind them regarding dividend cuts
The global economy is at last enjoying a return to growth, albeit slowly, and given the progress so far we are very positive in our outlook for Brazil.