Investment outlook – July 2017

The stories of Dr Seuss have enchanted generations of children and, it has emerged, guided the work of some of the world’s leading policymakers. However, authorities may resemble less ‘The Cat in the Hat’, capable of clearing up market mess on a whim, and more a magician seeking to conjure rabbits from a hat.

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Our investment philosophy

Our global, thematic investment approach in a nutshell.

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Paris Discord

We look at President Trump’s decision to pull the U.S. out of the 2015 global climate agreement.

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Evolution of Newton’s investment themes

We review four of our investment themes to shed light on why our themes exist and how they have evolved, and to explore some of the trends they are currently alerting us to.

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