A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.
There are 18 item(s) tagged with the keyword "Macroeconomics".
Displaying: 1 - 10 of 18
Portfolio Managers Ian Bettney and Robert Schramm-Fuchs give some insight into the EU's proposed securitisation reforms and discuss whether the simplified regulation framework goes far enough to revitalise the market.
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.
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’.
Displaying: 1 - 10 of 18