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Blog

real return

Blog

What does net zero mean for portfolios?

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

James A Lydotes, Philip Shucksmith
17 January 2023
Global equities, Real Return, Sustainable
Keeping the lights switched on
Blog

Keeping the lights switched on

Energy security and decarbonisation: are they mutually exclusive?

Philip Shucksmith
12 August 2022
Real Return, Responsible investment, Sustainable
Vertical farming: a growing opportunity
Blog

Vertical farming: a growing opportunity

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

Philip Shucksmith
21 July 2022
Real Return, Responsible investment, Sustainable
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.

Brendan Mulhern
27 June 2022
Defined contribution, Macro views, Real Return
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?

Catherine Doyle
21 June 2022
Defined contribution, Multi-asset, Real Return, Themes
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.

Catherine Doyle
06 December 2021
Real Return, Sector research
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.

Brendan Mulhern
14 October 2021
Macro views, Real Return
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.

Brendan Mulhern
25 August 2021
Real Return
On the defensive
Blog

On the defensive

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

Matt Brown
25 May 2021
Macro views, Real Return
No longer glittering
Blog

No longer glittering?

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

Catherine Doyle
09 April 2021
Multi-asset, Real Return, Sector research
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.

Catherine Doyle
03 February 2021
Multi-asset, Real Return, Sector research
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?

Aron Pataki
01 February 2021
Macro views, Real Return
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?

Matt Brown
18 January 2021
Macro views, Real Return, Themes
Gold, Box, Treasure
Blog

Gold: tailwinds?

We discuss the outlook for the precious metal.

Catherine Doyle
14 December 2020
Macro views, Real Return, Sector research
Market melt-up?
Blog

Market melt-up?

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

Brendan Mulhern
12 November 2020
Macro views, Real Return
Preserve and protect 
Blog

Preserve and protect

There are significant risks on the horizon, but opportunities are emerging.

Suzanne Hutchins
22 October 2020
Real Return
Blog

Capping more than costs?

Why we believe a further reduction in the DC charge cap would be detrimental to members’ outcomes.

Catherine Doyle
16 September 2020
Defined contribution, Industry views, Real Return, Responsible investment
Is volatility here to stay?
Blog

Is volatility here to stay?

We provide our macro outlook for the second half of 2020.

Suzanne Hutchins
10 July 2020
Defined contribution, Macro views, Multi-asset, Real Return
ESG: On the radar of the tech giants
Blog

ESG: On the radar of the tech giants

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues

Catherine Doyle
25 June 2020
Global equities, Real Return, Sector research, Sustainable
Blog

Covid-19: The US goes big

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

Brendan Mulhern
26 March 2020
Global equities, Macro views, Real Return
Blog

Coronavirus: Back from the brink?

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

Brendan Mulhern
09 March 2020
Macro views, Real Return
Going viral
Blog

Going viral

How does the spread of coronavirus affect the global investment outlook?

Brendan Mulhern
07 February 2020
Macro views, Real Return
QE 4 to the rescue? Not quite…
Blog

QE 4 to the rescue? Not quite…

Does recent US Federal Reserve activity hint at what lies ahead for US monetary policy?

Brendan Mulhern
09 December 2019
Macro views, Multi-asset, Real Return
Blog

Perspective on the pivot

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.

Newton Real Return team
17 July 2019
Macro views, Real Return
Blog

The rise and rise of ‘MMT’ economics

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

Brendan Mulhern
28 May 2019
Macro views, Real Return, Themes
Golden Opportunity?
Blog

Golden opportunity?

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

Newton Real Return team
21 May 2019
Real Return, Sector research
Blog

Prop-ping up a powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

Brendan Mulhern
15 April 2019
Emerging markets & Asia, Real Return, Themes
Populist push
Blog

Populist push

A new ‘post-globalisation’ era may have major implications for investors.

Andy Warwick
25 March 2019
Macro views, Real Return, Themes
Blog

Inflation: the rise and fall

With consumer price inflation remaining subdued despite extreme monetary policies, should investors still worry about inflation risk?

Newton Real Return team
22 March 2019
Macro views, Real Return
Blog

A year of two halves?

With a decade of financial excess now behind us, the risks appear skewed to the downside.

Brendan Mulhern
05 February 2019
Macro views, Real Return
Blog

Downward momentum

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

Brendan Mulhern
10 December 2018
Macro views, Real Return
Blog

Call the fire brigade

We evaluate the current inflationary backdrop through the lens of our ‘fire risks’ investment theme.

Brendan Mulhern
30 May 2018
Macro views, Real Return
Blog

A perspective on returns 3: Boom and bust

Why we think this cycle has a significant chance of ending with a bang rather than a whimper.

Newton Real Return team
20 March 2018
Macro views, Real Return
Blog

A perspective on returns 2: This time it’s different?

While many argue against the current economic cycle being a rerun of the last, we beg to differ.

Newton Real Return team
12 March 2018
Macro views, Real Return
Blog

A perspective on returns 1: Where are we now?

Have we seen an extended cyclical bull market or sustainable secular expansion?

Newton Real Return team
09 March 2018
Macro views, Real Return
Blog

The Great Deception

Is it time for central banks to disregard CPI as a guide for determining monetary policy?

Brendan Mulhern
20 October 2017
Macro views, Real Return
Blog

Forks in the road

Trump’s promises, a questionable economic recovery and how to navigate them.

Aron Pataki
24 September 2017
Real Return
Blog

Draining the punchbowl

As central banks start to withdraw liquidity support, can risk assets continue their strong run?

Brendan Mulhern
20 September 2017
Global equities, Macro views, Real Return
Blog

Throwing a curve ball

Has a long-held central-bank assumption on what triggers inflation become obsolete?

Brendan Mulhern
15 August 2017
Macro views, Real Return
Blog

Reflation fade

High hopes of a President Trump-sponsored injection into global growth have taken a hit.

Newton Real Return team
27 July 2017
Macro views, Real Return
Blog

Shot in the foot?

Theresa May’s decision to call a snap election looks to have put the UK on the back foot.

Brendan Mulhern
09 June 2017
Real Return
Blog

Grand designs

Why all infrastructure investment opportunities aren’t created equal.

Philip Shucksmith
06 June 2017
Real Return, Sector research
Blog

What lies beneath

Strong markets and data point to confidence in economic recovery, but scratch the surface and a darker picture…

Newton Real Return team
19 April 2017
Macro views, Real Return
Blog

France at the crossroads

The French presidential election will provide the next opportunity to measure the progress of global populism.

Newton Real Return team
31 March 2017
Real Return
Blog

Trump – the new Reagan?

Many investors appear to believe Donald Trump can deliver a Reagan-like reform agenda, but change will not be…

Newton Real Return team
03 February 2017
Macro views, Real Return
Blog

“It’s going to be a beautiful thing.”

Why do so many investors believe Trump can transform the US economy, and are they right?

Newton Real Return team
20 January 2017
Real Return
Blog

Going dotty

The Federal Reserve raises rates, and forecasts further increases in 2017, but is it getting carried away?

Paul Brain, Newton Real Return team
15 December 2016
Fixed income, Real Return
Blog

Heads together: in pictures

15 snapshots of our 2016 investment conference

Julian Lyne
29 November 2016
Macro views, Real Return, Sector research
Blog

Slack magic

Why ‘2’ may not hold the magical properties central bankers believe it does.

Newton Real Return team
05 October 2016
Macro views, Real Return
Blog

Keep on truckin’

Policymakers may want to stop and check their engine rather than keep pushing on.

Philip Shucksmith
24 August 2016
Real Return
Blog

Working up a debt

Despite the palliative of loose monetary policy, the challenges of the global debt burden remain.

Newton Real Return team
03 August 2016
Macro views, Real Return
Blog

Warning! Yield gap reversing (again)!

What would a permanent return to a positive equity/bond yield gap mean for investors?

Newton Real Return team
26 July 2016
Macro views, Real Return
Blog

Changing the state of play

State intervention is gaining pace in the corporate sector.

Matt Brown
07 July 2016
Multi-asset, Real Return, Sector research
Blog

Cutting the FTSE down to size

Looking past the headlines at the effect of the EU referendum on equity markets.

Newton Real Return team
30 June 2016
Macro views, Real Return, UK equities
Blog

Devious moles and displaced investors – the problem with financialisation

The combination of financialisation and the numbers of displaced investors anaesthetised to risk is causing us concerns.

Newton Real Return team
30 May 2016
Real Return
Blog

Japan’s ball and chain: Demographics, debt and deflation

Japan dodges recession in Q1, but there’s still good cause for Japan’s policymakers to feel deflated.

Newton Real Return team
27 May 2016
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.