Neptune Investment Management's founder and CEO Robin Geffen discusses how the world has changed in 2016, what to expect next year and how he is positioned for it.
The world has changed since 8 November. Who knows how Donald Trump's presidency will unfold but, as investors, we would emphasise one important development already underway - the electrotherapeutic shocking of the investment community out of a stale and pessimistic collective mindset that has dominated during the past few years, but which we believe has made no sense at all. If one thing characterises the morbid group think of recent times and the inexplicable demand for bonds and bond-like assets despite their truly pitiful returns. At the same time, historically low bond yields have fe...
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