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

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.

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

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.

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

In this video, Newton US equity income portfolio manager John Bailer considers the impact of DeepSeek on the US equity market.

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 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.

It is an important week for the UK with both inflation rates and the Bank of England policy decision coming out on Thursday. In this week’s Market Watch Shamik covers gilt yields, interest rate levels, mortgage rates and the possible repercussions these may have on the economy.

A new regime calls for a new approach to multi-asset, says Newton multi-asset chief investment officer Mitesh Sheth.

Walter Scott client investment manager Murdo MacLean outlines how disruption is part and parcel of investing. Not every theme is investable today, however he sees attractive opportunities in companies with long-term horizons that can weather, and indeed benefit from, disruptive forces.

Recent jobless claims data point to a resilient U.S. labor market, with both initial and continuing claims remaining low and signaling that unemployment is still contained. Although job growth has softened and remains subdued, March’s job growth of 178,000, the highest since 2024, is encouraging. Our constructive outlook still holds despite continued uncertainty related to the war in the Middle East.

Higher interest rates are here to stay but that is not necessarily a bad thing, according to BNY Mellon Investment Management chief economist Shamik Dhar. In fact, investors should embrace resulting volatility as it is likely to create asset allocation opportunities, he says.

Volatility has picked up as the conflict in the Middle East enters its second month. Higher oil prices are increasing inflation uncertainty and raising questions about global growth.

Following the fastest, most aggressive rate hikes seen in a generation, Real Return manager Andy Warwick believes we’re in for a decade of price instability, heightened geopolitical risks and volatility. But investment opportunities remain.

Multi-asset is arguably the least homogeneous investment fund class. The last decade or so has seen an explosion of strategies, ranging from the “no frills” to the downright exotic. With such an assortment of options on offer, we’ve put together a seven-point checklist to help advisers sort the good, the bad and the ordinary.