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Brendan Mulhern

Global strategist, Real Return team

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Blog

US election: Third time’s a charm?

We consider the broad investment implications of Donald Trump’s US election victory.

12 November 2024 Brendan Mulhern
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.

27 June 2022 Brendan Mulhern
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.

14 October 2021 Brendan Mulhern
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.

25 August 2021 Brendan Mulhern
Market melt-up?
Blog

Market melt-up?

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

12 November 2020 Brendan Mulhern
Blog

Covid-19: The US goes big

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

26 March 2020 Brendan Mulhern
Blog

Coronavirus: Back from the brink?

Coronavirus-induced volatility continues to plague markets, but are there some tentative early signs of recovery?

09 March 2020 Brendan Mulhern
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This is a financial promotion. Issued by Newton Investment Management Limited, 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.