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Newton Portal
UK Institutional Brainwaves episode 3: Has the bond market been getting it wrong?

Video

Brainwaves episode 3: Has the bond market been getting it wrong?

Fixed-income head Paul Brain discusses how bond markets can predict the economic cycle.

14 March 2023

Fixed-income head Paul Brain speaks to the investment communications team’s Matthew Goodburn about the signals bond markets look for to predict the economic cycle, and how accurate they have been over recent months in forecasting a recession.

Recorded 23 February 2023

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Published on March 14th, 2023
Categories Fixed income
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Presented by

Paul Brain
Paul Brain

Paul is investment leader of our Fixed Income team. He joined Newton in 2004 and is lead manager of the Newton Global Dynamic Bond strategy.

Matt Goodburn
Matt Goodburn

Brainwaves Episode 5: Sticky inflation: how do central banks react?
Video

Brainwaves Episode 5: Sticky inflation - how do central banks react?

Fixed-income head Paul Brain talks to Multimedia editor Matthew Goodburn about how stickier-than-expected inflation could influence central-bank monetary policy decisions over the coming weeks and months.

18 May 2023
Fixed income, Macro views
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.

Vivek Gautam, Michael Holton
09 May 2023
Fixed income, Global equities, Industry views, Macro views, Sector research
Video

Fixed income – quarterly outlook

Paul Brain assesses what volatility means for fixed-income markets and explores the key areas of opportunity.

04 May 2023
Fixed income, Macro views
Blog

Containing a superpower: Can China break free? 

Can China break free from US-led containment policies?

Richard Bullock
24 April 2023
Emerging markets & Asia, Fixed income, Global equities, Macro views
Audio

How is deglobalisation reshaping the investment landscape?

Why deglobalisation will be a key theme for investors to watch over the next decade.

17 April 2023
Fixed income, Global equities, Themes
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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.