Brendan Mulhern | Newton

Brendan Mulhern

Brendan is a global strategist and a member of the Real Return team. He chairs the Tactical Asset Allocation Group and develops the macro themes that form part of Newton’s thematic framework.

Joined industry: 2010
Joined the Group: 2015

Topics of expertise

Strategy focus

Prior to joining Newton, Brendan was a member of the investment team at AXA IM and Iveagh Ltd managing multi-asset portfolios. Brendan holds a degree in international business economics and statistics. Outside of work, Brendan likes cooking, walking his dog and attempting to play football.

Insights from Brendan Mulhern

US Election: Third Time’s a Charm?

We consider the broad investment implications of Donald Trump’s US election victory.

November 12, 2024 Brendan Mulhern

Spinning on a new inflationary axis

Spinning on a New Inflationary Axis

We examine the conditions that have led to increasingly high levels of inflation.

June 30, 2022 Brendan Mulhern

A monetary regime change or just a mild bout of inflation?

Not Another Financial Crisis

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

October 14, 2021 Brendan Mulhern

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