Neptune Investment Management’s £32m ($41.5m) China fund manager Douglas Turnbull has left the firm after more than 10 years.
China’s troubles have been overplayed by markets and have ‘simple, feasible solutions’, according to chief economist and CIO at Neptune Investment Management James Dowey.
Aberdeen has (un)timely advertising; UBS and Standard Chartered in less than generous moods; Neptune pulls out of Asia; AB is moving; change at Bank of Singapore; Spy gets corrected and much more!
Eastspring, Schroders, Pinebridge and Neptune are among the asset managers aligned in their bullish views on Japan in 2015, citing further improvements in corporate sector earnings on the back of the continued weakening of the yen.
While ‘momentum investors’ are pushing into the market, others are more sceptical about the immediate impact of Abenomics.