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Fixed income
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Blog

Global Dynamic Bond: Navigating the current market cycle

Amid a backdrop of uncertainty and financial-market correction, where are the opportunities for fixed-income investors?

29 April 2025 Ella Gude
Blog

Newton’s top 10 debates for 2025

We debate the most out-of-consensus viewpoints for 2025.

10 January 2025 Brock Campbell Newton secular research team
Blog

Fixed-income outlook 2025: Opportunity and uncertainty

We assess the global outlook for 2025 and uncover the key areas of opportunity for bond investors.

11 December 2024 Ella Gude
Blog

Global bond outlook: Is it back to the future?

How should bond investors approach market conditions similar to those last seen in the 1970s?

26 July 2024 Ella Gude
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

Europe: Coming together again?

With an evolving macro and geopolitical backdrop driving changes within the eurozone, we consider the investment implications.

13 May 2024 Ella Gude
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

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

Fixed-income outlook: Bonds beating cash

After two difficult years, we explain why we believe the prospects for bond investors are improving.

27 November 2023 Jon Day
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

First Republic demise a symptom of higher rates

Our thoughts on First Republic's collapse and what it means for the future of the banking sector.

09 May 2023 Michael Holton
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

Are gilts still under pressure?

We assess the impact of the UK government’s Autumn Statement on the gilt market.

23 November 2022
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 out in the cold

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

25 February 2022 Newton fixed income team
Blog

Remember, remember, the fourth of November

We assess the impact of a potential rate rise by the Bank of England next week.

29 October 2021
Blog

Covid-19: UK bond market impact

We analyse the impact of the UK government’s financial rescue package on bond markets

18 March 2020
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