Felix Wintle has made some strong sector shifts in his Neptune US Opportunities fund over the past two weeks, after admitting he has been too bearish on the American economy.
Neptune's Jeremy Smith wonders whether the FTSE All Share will finish 2010 higher than it was at the start of the year.
Robin Geffen's Neptune Global Equity fund has become the boutique's second vehicle to surpass £1bn under management.
The panel discusses the recession vs recovery debate and how the developed world and emerging markets are affected by the crisis
While the outlook for the market remains uncertain, the US recovery is showing clear signs of progression.
In the wake of this year's Budget, with the UK just out of recession and facing a possible hung parliament, advisers face an uncertain domestic economic outlook.
This week's Conjecture panel discuss the prospects for the UK Equity Income sector
Neptune Japan Opportunities manager runs a consolidated portfolio of evenly sized holdings of between 2% and 3%
Neptune's Rob Burnett has built up a 10% cash weighting in his European Opportunities fund and is continuing to position defensively in response to the region's recent economic concerns.