US rate rise: A new era to buy and hold quality
By Felix Wintle, Head of US Equities
Watch Felix Wintle discuss the US’s first rate rising cycle in a decade and why he believes a focus on quality stocks will be key for outperformance in this environment.
In the video Felix discusses:
- The impact that he expects rate rises to have on US equities
- Why he has adopted a low turnover, quality bias in the Neptune US Opportunities Fund
- Healthcare and tech stocks identified by Neptune’s enhanced global sector process that he believes are best placed to outperform in this environment