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Newton Portal
UK Institutional Strategies Quarterly updates

Video

STRATEGY UPDATES

Latest quarterly outlook videos

Real Return
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
Global Dynamic Bond
Video

Fixed income – quarterly outlook

Trevor Holder explains how inflation, monetary policy and growth dynamics are driving fixed-income markets.

31 January 2023
Fixed income, Macro views
Global equity
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
Global equity income
Video

Global Equity Income – quarterly outlook

Jon Bell discusses the key areas of opportunity for equity income in the current market environment.

01 February 2023
Global income, Macro views
Video

Sustainable Real Return – quarterly outlook

Phil Shucksmith and Catherine Doyle consider the key sustainable topics and explore the challenges faced by copper.

16 February 2023
Real Return, Sustainable
Global Emerging Markets
Video

Concentrated Global Emerging Markets – quarterly outlook

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

06 February 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.