Neptune

Panic about house prices, asset bubbles and China caught our readers' attention this year, with the views of leading hedgies and controversial industry figures featuring in our list of the 20 most read stories of 2012.

Neptune's Rob Burnett, the group's head of European equities, adopted a bullish stance in the second quarter of this year, switching out of long-favoured defensives.

Robin Geffen, CEO of Neptune Investment Management, has warned bond investors should be bracing themselves for severe losses when the interest rate cycle turns.

Neptune founder and CEO Robin Geffen expects global growth to accelerate over the next six months, and said consensus views on China are too bearish.

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Former Neptune manager Nicola Muirhead has joined River & Mercantile Asset Management to work on its global equity team.

Neptune's Felix Wintle has positioned the £400m US Opportunities fund to play the housing recovery theme as he predicts the sector is 10% undervalued when you consider the huge pent up demand about to hit housing starts.

Concentration risk in the UK equity income sector is a well-versed issue, but how can wealth managers find a way around the problem? Katie Holliday reports.

Neptune Investment Management has shut its £1m UK Alpha fund due to insufficient assets.

Neptune's Robin Geffen has moved nearly half of his £950m Global Equity fund into US equities, his largest ever exposure to the region.