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Newton Portal
UK Institutional Global Equity Income – quarterly outlook

Video

Global Equity Income

Quarterly outlook

04 May 2023

Portfolio manager Jon Bell considers the key structural changes driving markets and the outlook for equity income.

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Published on May 4th, 2023
Categories Global income , Macro views
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Brainwaves episode 4: SVB, monetary policy and the bond markets

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Fixed income – quarterly outlook

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Presented by

Jon Bell
Jon Bell

Jon is a portfolio manager with particular responsibility for managing our global equity income strategy.

Asian income: outlook
Blog

Asian income: outlook

Although the economic outlook is uncertain, there are opportunities for Asian income investors.

Zoe Kan
24 May 2023
Emerging markets & Asia, Global income
Video

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

How stickier-than-expected inflation could influence monetary policy decisions over the coming weeks and months.

18 May 2023
Fixed income, Macro views
Video

Real Return – quarterly outlook

Andy Warwick and Aron Pataki assess the market outlook and discuss where they see opportunities.

17 May 2023
Macro views, Real Return
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

Concentrated Global Emerging Markets - quarterly outlook

Paul Birchenough assesses the implications of recent market events for emerging markets.

09 May 2023
Emerging markets & Asia, 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.