Neptune

Neptune Investment Management is launching a best ideas China fund which will be co-managed by founder Robin Geffen, and fund managers Douglas Turnbull and Adam Kelly.

EQUITIES

US

Fund managers in the US equity income space are favouring stocks in the consumer sector despite slower consumer spending seen in the past month.

Neptune's Rob Burnett is eyeing European banks for his equity portfolio as he believes the sector will be supported by full fiscal union - an option he thinks is becoming increasingly likely to rescue Europe from its debt crisis.

ON THE US

ON JAPAN

Neptune US Income fund manager targets yield of 3.5%-4% per annum.

Brazil's potential

Ted Alexander and Robin Geffen have revealed potential positions for their global long/short fund, to be launched on 1 November.