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real return

Blog

Real Return outlook 2025: Opportunities in a new market regime

Amid developments in the US and China and continued excitement around AI, we assess the investment outlook.

06 December 2024 Newton Real Return team
Reimagining multi-asset portfolios for a new market regime
Blog

Reimagining multi-asset portfolios for a new market regime

Amid price instability, heightened geopolitical risks and volatility, investment opportunities remain.

14 June 2023 Andy Warwick
Vertical farming: a growing opportunity
Blog

Vertical farming: a growing opportunity

We share our key learnings from a recent visit to a vertical farm.

21 July 2022 Philip Shucksmith
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
Real Return outlook
Blog

Positioning for a new market regime

With financial markets remaining turbulent, which sectors and asset classes present opportunities for an unconstrained multi-asset strategy?

21 June 2022 Catherine Doyle
Copper: strong tailwinds, although the ride could be bumpy
Blog

Copper: strong tailwinds, although the ride could be bumpy

With tight supply and growing demand, we discuss the outlook for copper.

06 December 2021 Catherine Doyle
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
On the defensive
Blog

On the defensive

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

25 May 2021 Matthew Brown
No longer glittering
Blog

No longer glittering?

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

09 April 2021 Catherine Doyle
Bitcoin
Blog

Bitcoin – fool’s gold or digital Mecca?

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

03 February 2021 Catherine Doyle
Is the stage set for inflation?
Blog

Is the stage set for inflation?

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

01 February 2021 Aron Pataki
State of play
Blog

State of play

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

18 January 2021 Matthew Brown
Gold, Box, Treasure
Blog

Gold: tailwinds?

We discuss the outlook for the precious metal.

14 December 2020 Catherine Doyle
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
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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.