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Australia Brainwaves episode 1: The outlook for bonds in 2023

Video

Brainwaves episode 1: The outlook for bonds in 2023

Fixed-income head Paul Brain explains why he believes this year could be more positive for bonds.

02 February 2023

In the first of a new series, fixed-income head Paul Brain tells the investment communications team’s Matthew Goodburn why he believes that after a grim 2022, this year is likely to be more positive for the asset class.

Recorded 12 January 2023

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Published on February 2nd, 2023
Categories Fixed income , Macro views
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Presented by

Paul Brain
Paul Brain

Paul is investment leader of our Fixed Income team. He joined Newton in 2004 and is lead manager of the Newton Global Dynamic Bond strategy.

Matt Goodburn
Matt Goodburn

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SVB: Breaking the system?

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Brainwaves episode 4: SVB, monetary policy and the bond markets

Paul Brain considers what the collapse of Silicon Valley Bank means for bond markets.

17 March 2023
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Brainwaves episode 3: Has the bond market been getting it wrong?

Fixed-income head Paul Brain discusses how bond markets can predict the economic cycle.

14 March 2023
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Brainwaves episode 2: The bond outlook from Europe

Fixed-income leader Paul Brain discusses the outlook for European bond markets.

17 February 2023
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Retake on Double Take: Commercial real estate

We examine the future of commercial real estate and its implications for employers and employees alike.

Jack Encarnacao, Raphael J. Lewis
02 February 2023
Industry views, Macro views, Sector research
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This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Class Order 03/1099, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Class Order exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia.

Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.

This material is for Australian wholesale clients only and is not intended for distribution to, nor should it be relied upon by, retail clients. This information has not been prepared to take into account the investment objectives, financial objectives or particular needs of any particular person. Before making an investment decision you should carefully consider, with or without the assistance of a financial adviser, whether such an investment strategy is appropriate in light of your particular investment needs, objectives and financial circumstances.

This information is made available by Newton and BNY Mellon Investment Management Australia Ltd (AFSL 227865). This information is confidential and is only provided to Australian wholesale clients (as that term is defined in section 761G of the Corporations Act 2001 (Cth)). This is not an offering or the solicitation of an offer to purchase an interest in any financial product referred to in this website. This content is for general purposes only and should not be relied upon as financial product advice. This content has been prepared without taking into account the objectives, financial situation or needs of any person. Before making an investment decision an investor should consider the appropriateness of the information in this website having regard to these matters and read the disclosure document relating to a financial product. Investors should also consider obtaining independent advice before making any investment decisions. Investments can go up and down and to the extent that this website contains any past performance information, past performance is not a reliable indicator of the future performance of the relevant investment or any similar investment strategy.

Newton Investment Management Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the UK under UK laws, which differ from Australian laws.