By no measure are we seeing a booming job market, but we are also not seeing a deteriorating one. In fact, current labor metrics lead us to conclude that the job market remains “good enough” to support our economic growth expectations for the year.
George Dent reflects on markets of the past five years and the impact this has had on Walter Scott clients, and outlines their intentions and strategies for the future…
International equity markets are outperforming the U.S. year to date. Is this a durable trend? According to relative earnings growth, the U.S. still has an advantage.
The risks faced by those seeking retirement income differ from those accumulating wealth. This suggests we need to follow a different approach to assessing risk and investing for retirement income clients.
The labor market is an important consideration when evaluating the economic growth prospects of a country. In the U.S., unemployment and demographics metrics look favorable compared to other major economies.
It’s been a tricky couple of years for parts of the alternatives sector. Higher interest rates saw capital flow towards the bond market instead, while many pension funds offloaded alternatives as they de-risked portfolios. But is now a better environment for real assets? Newton head of mixed assets investment, Paul Flood, discusses.
Lately, non-U.S. equities are outperforming the U.S. Is U.S. exceptionalism dead? Productivity growth tells a more positive story.
While some fear the S&P 500 is too concentrated in its top 10 stocks, our analysis tells us something different.
In this video, Newton head of mixed assets investment Paul Flood outlines where he sees opportunities in alternatives after a tricky couple of years for the sector.
In this video, Newton head of mixed assets investment Paul Flood reiterates why, in the wake of Donald Trump’s ‘Liberation Day’, he thinks it’s about time in the market rather than timing the market.
In this video, Newton global income portfolio manager Jon Bell considers some of the forces shaping global equity markets 100 days into Donald Trump’s second tenure as US president.
Newton portfolio manager Janice Kim discusses the mixed asset team’s current thinking around the shifting macroeconomic and geopolitical backdrop.
In this video, Walter Scott client investment manager Murdo MacLean discusses a trip to Japan undertaken by members of the research team. Find out what they learned.
High valuation and concentration risks appear to be driving an ongoing shift in equity market leadership, signalling a potential change in the dominant sectors of the market, argues Newton portfolio manager Jon Bell.
The wealthier and better-prepared end of Generation X is starting to retire. This cohort may accelerate a shift in retirement patterns driven by government action, changing attitudes, economic necessity and evolving patterns of wealth. As a result, advisers are adapting, bringing greater flexibility into their retirement models.
In this video, Newton US equity income portfolio manager John Bailer considers the impact of DeepSeek on the US equity market.
Walter Scott client investment manager Murdo MacLean dissects the medtech industry. Has the innovation boom of the past decade peaked?
Walter Scott client investment manager Murdo MacLean delves into UK bakery chain Greggs, outlining why he thinks this under-the-radar consumer brand has an appetising future.
A new regime calls for a new approach to multi-asset, says Newton multi-asset chief investment officer Mitesh Sheth.
We look at how firms are responding to the FCA’s thematic review of retirement income advice and consider potential actions to meet the growing demand for their services.