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
Blog

What Now for Spain?

Political uncertainty could create short-term instability for Spanish bond spreads, but will it last?
Paul Brain
May 3, 2019
Fixed income, Macro views
Blog

Populist Push

A new ‘post-globalization’ era may have major implications for investors.
Andy Warwick
March 25, 2019
Macro views, Real Return
Blog

Inflation: The Rise and Fall

With consumer price inflation remaining subdued despite extreme monetary policies, should investors still worry about inflation risk?
Newton Real Return team
March 22, 2019
Macro views, Real Return
Blog

Charting the Course

What are the investment implications of the World Bank’s key charts of 2018?
Rebecca White
March 21, 2019
Macro views, Responsible investment
Blog

Groundhog May

Amid another tumultuous week, the outcome of the UK’s Brexit negotiations look even murkier.
Howard Cunningham
March 14, 2019
Fixed income, Macro views

Archive

Access all of our blog posts in the following areas:

Macro views
Industry views
Sector research
Newton philosophy