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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.

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

Janice Kim and Paul Flood of the Newton mixed assets team assess four macroeconomic themes and how they impact asset allocation.

President Joe Biden’s administration enacted three policies across 2021 and 2022 which provided a fiscal boost of around $1.5tn, creating incentives for long-term investment

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’.

With borrowing costs for the next decade likely to be meaningfully higher than pre pandemic, how will the investment landscape shift? In the third and final article with the Economist Intelligence Unit (EIU) we explore their expectations, while Janus Henderson CEO Ali Dibadj looks at the implications for investors.

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