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Investment comment – January 2024

Financial markets were reignited towards the end of 2023 as hopes for an economic soft landing gathered pace.

Article

Charities team 2024 outlook: Opportunities in the new market regime

We consider the investment market outlook for 2024 and explore where charity investors should look for opportunities.

Real Return outlook
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Real Return: our 2024 outlook

We assess the investment opportunities.

Article

The evolution of our themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

Article

Investment comment – October 2023

With interest rates set to remain elevated, we consider the implications for economies and financial markets.

Defining our approach to net zero
Article

Defining our approach to net zero

Defining Newton's approach to driving down carbon emissions.

Investment comment - July 2023
Article

Investment comment – July 2023

After a quarter dominated by AI-related enthusiasm and the rate-hiking cycle, we assess whether economies face a slowdown.

Article

Investment comment – April 2023

As market participants navigate China’s reopening, banking turmoil and an uncertain monetary-policy trajectory, we consider the investment implications.

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