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Blog

Brendan Mulhern

Author

Brendan Mulhern

Brendan is a global strategist and a member of the Real Return team.

Spinning on a new inflationary axis
Blog

Spinning on a new inflationary axis

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

Brendan Mulhern
29 June 2022
Macro views, Real Return
A monetary regime change or just a mild bout of inflation?
Blog

Not another financial crisis

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

Brendan Mulhern
15 October 2021
Macro views, Real Return
A monetary regime change or just a mild bout of inflation?
Blog

Inflation: the only question that matters

We unpick the cosy consensus on inflation.

Brendan Mulhern
02 September 2021
Macro views, Real Return
Market melt-up?
Blog

Market melt-up?

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

Brendan Mulhern
14 December 2020
Coronavirus, Macro views, Real Return
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This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 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. 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 document is for UK charities 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.