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Fixed income
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Blog

Global Dynamic Bond: Navigating the Current Market Cycle

Amid a backdrop of uncertainty and financial-market correction, where are the opportunities for fixed-income investors?

May 06, 2025 Ella Gude
Blog

Newton’s Top 10 Debates for 2025

We debate the most out-of-consensus viewpoints for 2025.

January 07, 2025 Brock Campbell Newton secular research team
Blog

Fixed-Income Outlook 2025: Opportunity and Uncertainty

We assess the global outlook for 2025 and uncover the key areas of opportunity for bond investors.

December 12, 2024 Ella Gude
Blog

Global Bond Outlook: Is It Back to the Future?

How should bond investors approach market conditions similar to those last seen in the 1970s?

July 25, 2024 Ella Gude
Blog

Inflation, Debt and Rates: The Trinity Defining Markets

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

June 21, 2024 Newton fixed income team
Blog

Indonesian Elections: Presiding over an Emerging Powerhouse

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

February 15, 2024 Newton fixed income team
Blog

China and the West: A Tale of Two Inflations

We analyze how China’s economy is influencing inflation rates across the developed and emerging world.

February 09, 2024 Newton fixed income team
Blog

Macro-geopolitical 2024 outlook: Pivotal election year ahead

With several key trends set to reach an important climax in 2024, we consider the investment implications.

December 12, 2023 Newton fixed income team
Blog

Fixed-Income Outlook: Bonds Beating Cash

After two difficult years, we explain why we believe the prospects for bond investors are improving.

November 27, 2023 Jon Day
Blog

Ukraine: War, Peace and Reconstruction

We analyze what recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

August 01, 2023 Newton fixed income team
Blog

First Republic Demise a Symptom of Higher Rates

Our thoughts on First Republic's collapse and what it means for the banking sector.

May 11, 2023 Michael Holton
Blog

Vladimir Putin: Mr. Three Per Cent?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

October 24, 2022 Newton fixed income team
Blog

Russian Bear and Chinese Dragon

Feasting on honey or playing with fire?

May 04, 2022 Newton fixed income team
Blog

Russian Bear: Grizzly and Exiled

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

March 23, 2022 Newton fixed income team
Blog

Russian Bear Out in the Cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

March 03, 2022 Newton fixed income team
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