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.

Discover how natural income can support your clients' retirement plans, helping them keep more pounds in their pockets with ease. This article was originally published in IFA Magazine and authored by Sue Whitbread.

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.

Richard Parkin, Head of UK Retirement at BNY Investments, explains how a structured Natural Income strategy, like BNY’s Multi-Asset Income Fund, provides a modern, reliable solution for retirement income that supports advisers in delivering sustainable, predictable outcomes amid changing client needs and regulatory expectations. This article was originally published in IFA Magazine and authored by Sue Whitbread.

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?

This year has been characterized by policy uncertainty and fears about the potential impact of tariffs on inflation. While many expected the consumer would crack amid weaker sentiment, it hasn’t happened yet. Retail sales remain resilient, supported by a job market that remains good enough to support spending.

Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.

After years of outperformance, the U.S. underperformed other regions during the first quarter. While the debate over whether U.S. exceptionalism can persist continues, the U.S. has resumed its leadership since mid-April - led by the technology sector.

Newton head of mixed assets investment Paul Flood assesses some of the investment opportunities and themes stemming from this year’s global elections.

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.

Walter Scott client investment manager George Dent considers the macroeconomic backdrop in 2024 and what pressures companies could face

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…

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.

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.

Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.