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Video update: Winners and losers in a rising US rate cycle

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


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