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Newton Investment Management

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Newton Portal
UK Lgps Insights Macro views

macro views

Newton Investment Management Logo
Video

Fixed Income outlook Q2 2024

Ella Hoxha considers the impact of sticky inflation and upcoming political events on bond markets.

03 July 2024
Video

Sustainable Real Return – quarterly outlook

Phil Shucksmith discusses why now could be an interesting time to look for the sustainable winners.

14 February 2024 Philip Shucksmith
Global Dynamic Bond
Video

Fixed income – quarterly outlook

Ella Hoxha explains why the prospects for bond markets look promising this year.

08 February 2024 Ella Hoxha
Global equity
Video

Global Equity – quarterly outlook

Louise Kernohan explores where to look for equity opportunities amid an uncertain outlook.

08 February 2024 Louise Kernohan
Video

Global Equity Income - quarterly outlook

Jon Bell discusses the outlook for 2024 and the implications for equity income stocks.

08 February 2024 Jon Bell
Real Return
Video

Real Return – quarterly outlook

Aron Pataki considers the outlook for inflation and interest rates, and outlines where the team sees opportunities.

07 February 2024 Aron Pataki
Architecture, Building, Cityscape
Blog

Macro-geopolitical 2024 outlook: Pivotal election year ahead

With several key trends set to reach an important climax in 2024, we consider the investment implications.

25 January 2024 Richard Bullock
Article

Investment comment – April 2023

As market participants navigate China’s reopening, banking turmoil and an uncertain monetary-policy trajectory, we consider the investment implications.

18 April 2023
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This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.