We explore the investment opportunities amid a constructive yet fragile backdrop for financial markets.
Welcome to the first edition of At the Table. As part of our focus on being a thought leader for our clients, we bring together investments and market leaders from across the firm to debate the key issues shaping markets today. This group meets quarterly to debate macro trends, challenge assumptions and surface directional views on markets and asset classes.
The goal isn’t consensus but deep discussions that illuminate unique insights for our clients. The group shapes how we position portfolios, identify opportunities, frame risks and communicate our thinking to clients.
At its inaugural meeting, we discussed the complexity of the macroeconomic and investing landscape. This report offers you a seat at our table, sharing key discussions shaping our thinking. Our experts take a deeper dive to help clients chart a path in today’s markets, with insights on U.S. economic resilience, the evolving fixed income landscape, Fed policy and the effects of tariffs.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any reference to a specific security, country or sector should not be construed as a recommendation to buy or sell this security, country or sector. Please note that strategy holdings and positioning are subject to change without notice. MAR007458 Exp 09/30. For additional Important Information, see below.
Important Information
For Institutional Clients Only. Issued by Newton Investment Management North America LLC (“NIMNA” or the “Firm”). NIMNA is a registered investment adviser with the US Securities and Exchange Commission (“SEC”) and subsidiary of The Bank of New York Mellon Corporation (“BNY Mellon”). The Firm was established in 2021, comprised of equity and multi-asset teams from an affiliate, Mellon Investments Corporation. The Firm is part of the group of affiliated companies that individually or collectively provide investment advisory services under the brand “Newton” or “Newton Investment Management”. Newton currently includes NIMNA and Newton Investment Management Ltd (“NIM”) and Newton Investment Management Japan Limited (“NIMJ”).
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.
Statements are current as of the date of the material only. Any forward-looking statements speak only as of the date they are made, and are subject to numerous assumptions, risks, and uncertainties, which change over time. Actual results could differ materially from those anticipated in forward-looking statements. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment and past performance is no indication of future performance.
Information about the indices shown here is provided to allow for comparison of the performance of the strategy to that of certain well-known and widely recognized indices. There is no representation that such index is an appropriate benchmark for such comparison.
This material (or any portion thereof) may not be copied or distributed without Newton’s prior written approval.
In Canada, NIMNA is availing itself of the International Adviser Exemption (IAE) in the following Provinces: Alberta, British Columbia, Manitoba and Ontario and the foreign commodity trading advisor exemption in Ontario. The IAE is in compliance with National Instrument 31-103, Registration Requirements, Exemptions and Ongoing Registrant Obligations.
