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Responsible investment quarterly report
Article

ESG Meeting Activity Report – Q2 2023

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

Investment thoughts from our Real Return team
Article

Real Return Team Viewpoint – July 2023

As many forecast an economic ‘soft landing’, we consider why there may be cause for caution.

Investment comment - July 2023
Article

Investment Outlook – July 2023

After a quarter dominated by AI-related enthusiasm and the rate-hiking cycle, we assess whether economies face a slowdown.

Beyond the boundaries: investment opportunities in a new market regime
Article

Beyond the Boundaries: Investment Opportunities in a New Market Regime

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

Dynamic Equity and the New Regime
Article

Dynamic Equity and the New Regime

Lower fundamental and macro expectations have resulted in defensive positioning.