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Newton Portal
UK Institutional Concentrated Global Emerging Markets – Quarterly review and update

Video

Concentrated Global Emerging Markets

Quarterly outlook

06 February 2023

Ian Smith explores the key themes that investors should be considering in emerging markets.

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Published on February 6th, 2023
Categories Emerging markets & Asia , Macro views
Previous Video

Brainwaves episode 1: The outlook for bonds in 2023

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Real Return – quarterly outlook

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Presented by

Ian Smith
Ian Smith

Blog

SVB: Breaking the system?

We analyse the potential consequences of tighter money supply and changing central-bank rate policy for the global economy.

Paul Brain
20 March 2023
Fixed income, Macro views, Sector research, Themes
Video

Global Equity – quarterly outlook

Paul Markham explores the main factors driving equity markets and the key areas of opportunity.

14 February 2023
Global equities, Macro views
Video

Real Return – quarterly outlook

Andy Warwick and Aron Pataki consider the investment outlook for 2023 and discuss where they see opportunities.

14 February 2023
Macro views, Real Return
Blog

Retake on Double Take: Commercial real estate

We examine the future of commercial real estate and its implications for employers and employees alike.

Jack Encarnacao, Raphael J. Lewis
02 February 2023
Industry views, Macro views, Sector research
Video

Brainwaves episode 1: The outlook for bonds in 2023

Fixed-income head Paul Brain explains why he believes this year could be more positive for bonds.

02 February 2023
Fixed income, Macro views
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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.