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Newton fixed income team
Insights from the Newton fixed income team
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Blog

UK election: What could it mean for bond markets?

We assess how the new UK government and its policy initiatives might affect UK finances and bond markets.

23 July 2024 Newton fixed income team
Blog

Inflation, debt and rates: The trinity defining markets

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

12 June 2024 Newton fixed income team
Blog

Indonesian elections: Presiding over an emerging powerhouse

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

15 February 2024 Newton fixed income team
Blog

China and the West: A tale of two inflations

We analyse how China’s economy is influencing inflation rates across the developed and emerging world.

09 February 2024 Newton fixed income team
Blog

Macro-geopolitical 2024 outlook: Pivotal election year ahead

With several key trends set to reach an important climax in 2024, we consider the investment implications.

06 December 2023 Newton fixed income team
Blog

Ukraine: war, peace and reconstruction

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

31 July 2023 Newton fixed income team
Blog

Geopolitical outlook: how ‘great power competition’ will define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

23 January 2023 Newton fixed income team
Blog

Vladimir Putin: Mr three per cent?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

21 October 2022 Newton fixed income team
Blog

Russian bear, Chinese dragon: feasting on honey or playing with fire?

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

08 April 2022 Newton fixed income team
Blog

Russian bear: grizzly and exiled

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

21 March 2022 Newton fixed income team
Blog

Russian bear out in the cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

25 February 2022 Newton fixed income team
Blog

Winter of discontent?

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

02 February 2022 Newton fixed income team
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

20 January 2022 Newton fixed income team
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