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Newton Portal
UK Institutional The reshoring decision

Audio

The reshoring decision

Which macro drivers are giving rise to a potential deglobalisation and reshoring boom?

24 May 2022

In our latest episode of Double Take, we investigate the trend of deglobalisation and explore why some manufacturers are bringing operations back home.

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Published on May 24th, 2022
Categories Industry views , Macro views , Sector research
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Russia, China and the new world order

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Why now for US small and mid-cap investments?

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Presented by

Raphael J. Lewis
Raphael J. Lewis

Raphael is a research analyst and leads Newton’s specialist research team, which provides bespoke, deep-dive channel research to our investment professionals.

Jack Encarnacao
Jack Encarnacao

Jack is a research analyst on Newton’s specialist research team, which provides bespoke, deep-dive channel research to our investment professionals.

Global Emerging Markets
Video

Global Emerging Markets - quarterly outlook

Ian Smith outlines the key drivers of emerging markets and why India could be an exciting opportunity.

05 August 2022
Emerging markets & Asia, Macro views
Video

Sustainable Real Return – quarterly outlook

Portfolio manager Phil Shucksmith covers nature and biodiversity, net zero and the energy transition in this quarter’s outlook.

05 August 2022
Macro views, Real Return, Sustainable
Video

Global Equity – quarterly outlook

Portfolio manager Paul Markham considers what interest rate hikes and the return of inflation mean for equity markets.

01 August 2022
Global equities, Macro views
Video

Real Return – quarterly outlook

Portfolio manager Suzanne Hutchins discusses the implications of inflation, interest rates and the Chinese economy for investors.

01 August 2022
Macro views, Real Return
Article

Is your multi-asset strategy fit for the future?

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

29 July 2022
Defined contribution, Industry views, Macro views, Multi-asset, 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 material is for institutional investors 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.