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The site you are about to enter is intended for Canadian institutional investors only, defined as 'Permitted Clients' in National Instrument 31-103 only. 'Newton' and/or 'Newton Investment Management' is a corporate brand which refers to the following group of affiliated companies: Newton Investment Management Limited (NIM) and Newton Investment Management North America LLC (NIMNA). NIM is availing itself of the International Adviser Exemption ("IAE") in the following Canadian Provinces: Alberta, British Columbia, Ontario and Québec. The IAE is in compliance with National Instrument 31-103, Registration Requirements, Exemptions and Ongoing Registrant Obligations. NIMNA is availing itself of the IAE in the following Canadian Provinces: Alberta, British Columbia and Manitoba. The IAE is in compliance with National Instrument 31-103, Registration Requirements, Exemptions and Ongoing Registrant Obligations.

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Canada Insights

Paul Brain

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Blog

Market Outlook: A Case of Déjà Vu?

We analyze how potentially higher-for-longer inflation could influence markets over the coming months.

April 24, 2024 Paul Brain
A mood of change
Blog

Absolute-Return Investing: A New Golden Age?

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.

January 19, 2024 Paul Brain, Catherine Doyle
Breaking the System
Blog

Breaking the System

We analyze the potential consequences of tighter money supply and changing central-bank rate policy

March 22, 2023 Paul Brain
Blog

Global Bond Outlook: How Far Can the Rally Go?

We analyze the prospects for bond markets in 2023.

January 6, 2023 Paul Brain
The power of divergence
Blog

The Power of Divergence

We analyze how diverging economies can create opportunities for bond investors with a global mindset.

September 1, 2022 Paul Brain
Evolution not revolution: how our macro themes evolve
Blog

Evolution Not Revolution: How Our Macro Themes Evolve

We explain how our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

August 18, 2022 Paul Brain
Diverging fortunes: unearthing US bond opportunities
Blog

Diverging Fortunes: Unearthing US Bond Opportunities

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

June 7, 2022 Paul Brain
On the rise…
Blog

On the Rise…

We assess what the Fed’s latest monetary-policy signaling could mean for bond markets.

January 28, 2022 Paul Brain
Symbol, Road Sign, Sign
Blog

Inflation: Stick or Twist?

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

November 29, 2021 Paul Brain
Insights
Blog

Time for Taper Tantrum II?

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

September 17, 2021 Paul Brain
Something strange in bond markets
Blog

Something Strange in Bond Markets

We assess the drivers behind unusual recent moves in global bond markets and consider what may happen next.

July 28, 2021 Paul Brain
Inflationary Fears Overdone?
Blog

Inflationary Fears Overdone?

We assess the near and mid-term implications of central-bank and government policy for bond markets.

April 7, 2021 Paul Brain
US election
Blog

US Election: Bond Investors Shift Focus to 2021

We discuss how bond markets have responded to the US election.

November 9, 2020 Paul Brain
Blog

Beyond Covid-19: The ‘U-Bend’ Recovery

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

August 20, 2020 Paul Brain
Blog

European Recovery Assured?

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

July 23, 2020 Paul Brain
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This is a financial promotion. Issued by Newton Investment Management Limited, 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 registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. 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. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved. Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd. (MAML), registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as an Investment Fund Manager and Commodity Trading Manager in Ontario. MAML is an indirect wholly owned subsidiary of The Bank of New York Mellon Corporation and is an affiliate of Newton’s. Unless otherwise indicated, all financial data is shown in U.S. dollars. This document has been provided in Canada by MAML for use with institutional investors only and may not be redistributed without authorization.