Global Equity Income fund launched in July 2017
Top nine trends to focus on
Tech stocks leading the way
Industry Voice: Rob Burnett comments on the performance of European banks, the political landscape in Italy and his outlook for Eurozone equities.
Caught out by sharp rally
Hope amid trade war and Brexit concerns
Key sectors include clean energy and technology
Targeting an annual yield of 6%
Stronger underlying dividends
Total assets reach £33.8bn
Follows Mobius and Hardenberg departures
'New phase' in transatlantic relations
Lack of new business
Came into force in January
Artemis's Frost: 'The last five years have seen the biggest changes to the competitive landscape for companies'
Manager duo on portfolio trends and the unloved UK market
Identified 'exciting gap in the market'
Wants three-part Brexit
'Perfect storm of threats'
Contagion risk with US and China trade war
Stronger balance sheets than producers
Amid a market that has chopped sideways so far in 2018, the stocks of US retailers have generally performed well, with a number of major name department stores and retailers seeing positive movement to their share price this year.
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...
Gold prices set to soar
Worth 'up to £2bn'