Multimedia editor Matt Goodburn talks to deputy CIO of multi-asset Paul Brain and global thematic strategist Richard Bullock about ‘big government’ and ‘great power competition’ – two key macro themes that are helping us to navigate and interpret the dramatically changed macroeconomic and geopolitical backdrop.
This podcast was recorded on 27 September 2023.
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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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