Macro Matters: Using macro themes to help interpret the new market regime

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This is a financial promotion. These opinions should not be construed as investment or any other advice and are subject to change. This podcast is for information purposes only. Any reference to a specific security, country or sector should not be construed as a recommendation to buy or sell investments in those countries or sectors.

Analysis of themes may vary depending on the type of security, investment rationale and investment strategy. Newton will make investment decisions that are not based on themes and may conclude that other attributes of an investment outweigh the thematic structure the security has been assigned to.

Richard Bullock is an employee of BNY Mellon Investment Management Singapore and provides support to Newton Investment Management as a geopolitical strategist.

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