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.
Janice Kim and Paul Flood of the Newton mixed assets team assess four macroeconomic themes and how they impact asset allocation.
The Budget was never likely to bring good news, with the incoming government warning ominously of ‘black holes’. A range of likely changes were trailed, including a potential rise in capital gains tax, inheritance tax changes and changes around the pension rules. While some of the more drastic measures failed to materialise, including unused pensions in inheritance tax will have profound effects on retirement advice.
Three of Newton’s income portfolio managers share their outlooks on equity income, dividends, and value investing. Are we poised for a change in equity market leadership?
Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.
Newton head of mixed assets investment Paul Flood assesses some of the investment opportunities and themes stemming from this year’s global elections.
Walter Scott client investment manager George Dent considers the macroeconomic backdrop in 2024 and what pressures companies could face
Why the electric vehicles (EVs) trade could be set for a boost – and why Newton is well prepared to explore this and other alternatives markets.
Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.
BNY Mellon Investment Management chief economist Shamik Dhar looks at key macroeconomic drivers which could buoy fixed income markets in the years ahead.
The economic impacts of deglobalisation, normalizing interest rates and the return of inflationary pressures are all factors which could provide an improving outlook for value investors, says Newton Investment Management1 deputy head of equity income and portfolio manager John Bailer.
In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, explores the persistent theme of divergence from 2023 continuing into 2024. Dhar delves into facets, including the weakening US labour market and geopolitical tensions around the Red Sea, that might mitigate the potential for a US soft landing.