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Insight

multi asset

The Geopolitics of Agriculture and Food
Blog

The food industry: what’s on the menu for 2023?

How a focus on innovation and technology could help drive food sector returns in 2023.

Karen Miki Behr
14 February 2023
Multi-asset, Sector research, Sustainable, Themes
Multi-asset outlook: Will 2023 be the year of opportunity?
Blog

Multi-asset outlook: Will 2023 be the year of opportunity?

We discuss the uncertain outlook facing the global economy and financial markets.

Simon Nichols
13 December 2022
Multi-asset, Sector research, Themes
Investment Matters
Audio

How can a different approach to equity investment address the new market regime?

How can a different approach to equity investment seek out opportunities in a radically different market regime?

06 December 2022
Global equities, Macro views, Multi-asset, Sector research
Blog

Are gilts still under pressure?

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

Carl Shepherd
23 November 2022
Fixed income, Macro views, Multi-asset, Sector research
Blog

Re-evaluating the 60/40 portfolio

Can bonds once again play a bigger role as part of a well-diversified portfolio?

Paul Flood
11 November 2022
Multi-asset
Is your multi-asset strategy fit for the future?
Article

Is your multi-asset strategy fit for the future?

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

29 July 2022
Defined contribution, Industry views, Macro views, Multi-asset, Real Return
Streaming to success
Blog

Streaming to success

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

Connor Middleton
22 June 2022
Industry views, Multi-asset
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
Considering alternatives
Blog

Considering alternatives

We believe alternatives look attractive for income-oriented strategies as the fixed-income rout continues.

Paul Flood
26 May 2022
Multi-asset
Is music streaming an industry friend or foe?
Blog

Is music streaming an industry friend or foe?

We assess the evolving market landscape of the music streaming industry.

Paul Flood
01 December 2021
Industry views, Multi-asset
What’s behind the current energy crisis?
Blog

What’s behind the current energy crisis?

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

Paul Flood
19 October 2021
Multi-asset, Sector research
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
Coal, Covid-19 and the rise of renewables
Blog

Coal, Covid-19 and the rise of renewables

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

Paul Flood
11 August 2020
Multi-asset, Sector research, Sustainable
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
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

A liquid alternative

We consider the role of liquid real assets in a diversified portfolio.

Paul Flood
25 July 2019
Multi-asset, Sector research
Blog

Fanning an inflationary fire

A global trade war could fuel rising inflation and renewed volatility.  

Paul Flood
04 April 2018
Macro views, Multi-asset
Blog

Rewriting the rules

How can multi-asset investors manage a changing relationship between bond and equity markets?

Paul Flood
28 February 2018
Fixed income, Global equities, Multi-asset
Blog

Much ado about nothing

Investment-grade debt has been bolstered by central-bank support, but we see little to get excited about.

Paul Flood
23 August 2017
Fixed income, Multi-asset
Blog

Checking the forecast

With a climate-change sceptic in the White House, has our outlook for renewable-energy investment changed?

Paul Flood
10 August 2017
Multi-asset
Blog

An attack on real wealth

Rising inflation and currency weakness may combine to dampen the prospects for gilts over the medium term.

Paul Flood
16 June 2017
Fixed income, Multi-asset
Blog

Building the dream

Infrastructure is currently a hot topic for investors, but what’s the reality?

Newton global research team
14 June 2017
Multi-asset, Sector research
Blog

France decides

Despite a relatively predictable first round, there may still be surprises ahead in the French presidential election.

Paul Flood
26 April 2017
Multi-asset
Blog

A windy day

A trip to a wind farm provides valuable on-the-ground insights.

Paul Flood
14 February 2017
Multi-asset, Sector research
Blog

Cleared for take-off

Growing funding pressures and strong demand are helping to create investment opportunities in aviation finance.

Paul Flood
12 August 2016
Multi-asset, Sector research
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

Electric dreams

Why electric vehicle technology is moving up a gear

Bhavin Shah
05 July 2016
Multi-asset, Sector research
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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.