Blog

Two Become One

What could Boris Johnson’s appointment as UK prime minister mean for bond and currency markets, and Brexit strategy?
Howard Cunningham
July 23, 2019
Fixed income, Macro views
Blog

A Question of Quantity

We discuss the new revenue recognition standards.
Jeremy Stuber
July 19, 2019
Industry views, Sector research
Blog

Perspective on the Pivot

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.
Newton Real Return team
July 18, 2019
Macro views, Real Return
Blog

The ABCs of ESG

Why we believe environmental, social and governance factors are critical to investment decision-making, regardless of ethics or values.
Curt Custard
July 2, 2019
Industry views, Responsible investment
Blog

Party Like It’s Norway (or Not)

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.
Jon Day
June 26, 2019
Fixed income, Macro views
Blog

Population Prospects

Major demographic shifts will have pronounced implications for economies and investors.
Ed Geall
June 17, 2019
Macro views, Sector research
Blog

Trade Trouble

As tariffs are hiked again, where does the US-China trade war go from here?
Trevor Holder
May 30, 2019
Emerging markets & Asia, Fixed income, Macro views
Blog

The Rise and Rise of ‘MMT’ Economics

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?
Brendan Mulhern
May 23, 2019
Macro views, Real Return

Archive

Access all of our blog posts in the following areas:

Macro views
Industry views
Sector research
Newton philosophy