Legal disclaimer

Cancel

Continue

The site you are about to enter is intended for investors from Local Government Pension Schemes only and the content is suitable for retail investors.

By using this website I also confirm that:
I accept the Terms of Use and I agree to comply with them – View our Important information

Cancel

Continue

Newton Investment Management

  • Portal login
  • LGPS
LGPS
  • About Newton
    Back
    • Our purpose
    • Our clients
    • Our people
    • Our culture
    • Corporate responsibility
    • Diversity, equity and inclusion
    • Careers
  • Strategies
    Back
    • All strategies
    • Featured strategies
      Back
      • Real Return Strategy
      • Sustainable Real Return Strategy
      • Global Dynamic Bond Strategy
      • Global Equity Strategy
      • Sustainable Global Dynamic Bond Strategy
      • Sustainable Global Emerging Markets
    • By investment approach
      Back
      • Absolute return strategies
      • Active equity strategies
      • Income strategies
      • Fixed-income strategies
      • Sustainable strategies
      • Thematic strategies
    • By asset class
  • Investment philosophy
    Back
    • Multidimensional research
    • Themes
    • Responsible investment
  • Responsible investment
  • Insights
    Back
    • All insights
    • Newton blog
  • Contact
    Back
    • Careers
Newton Portal
UK Lgps Real Return – quarterly outlook

Video

Real Return

Quarterly outlook

14 February 2023

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

Follow us on LinkedIn
Published on February 14th, 2023
Categories Macro views , Real Return
Previous Video

Charities investment team – quarterly outlook

Next Video

Global Equity – quarterly outlook

Share

Presented by

Andy Warwick
Andy Warwick

Andy is a portfolio manager on the Real Return team.

Aron Pataki
Aron Pataki

Aron is a portfolio manager on our Real Return team. 

Sustainable Real Return
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
Blog

What does net zero mean for portfolios?

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

James A Lydotes, Philip Shucksmith
01 February 2023
Global equities, Real Return, Sustainable
Article

Real Return: our 2023 outlook

With the backdrop uncertain and challenging, we assess the investment opportunities.

24 January 2023
Macro views, Real Return
Blog

Keeping the lights switched on

Energy security and decarbonisation: are they mutually exclusive?

Philip Shucksmith
25 August 2022
Real Return, Responsible investment, Sustainable
Blog

Vertical farming: a growing opportunity

We share our key learnings from a recent visit to a vertical farm.

Philip Shucksmith
02 August 2022
Real Return, Responsible investment, Sustainable
  • Site map
  • Social media
  • Cookie policy
  • Manage cookies
  • BNY Mellon privacy notice
  • Important information
  • Fraud notice
  • Careers
  • Contact
A BNY Mellon Company

Follow us

Select your location

Investor type

Individual Investors will be redirected to bnymellon.com

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. 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.