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Newton Investment Management

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Insight

real return

Real Return
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop

October 23, 2019
Industry views, Real Return
Is an absolute-return objective still relevant and achievable?
Article

A Dynamic Absolute-Return Approach: A Viable Alternative?

Why an actively managed, global multi-asset strategy could prove valuable in a distorted and uncertain financial backdrop.

October 21, 2019
Real Return
Investment thoughts from our Real Return team
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop.

July 31, 2019
Macro views, Real Return
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
Golden Opportunity?
Blog

Golden Opportunity?

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

Iain Stewart
May 31, 2019
Real Return, Sector research
A perspective on investment returns
Article

A Perspective on Returns

Why we continue to see potential for lower returns to combine with considerable volatility.

May 23, 2019
Real Return
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
Investment thoughts from our Real Return team
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop.

April 26, 2019
Macro views, Real Return
Blog

Prop-ping up a Powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

Brendan Mulhern
April 15, 2019
Emerging markets & Asia, Real Return
Populist push
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
Real return
Article

Real Return Team Viewpoint

Our Real Return team consider the investment backdrop as we head into 2019.

February 19, 2019
Macro views, Real Return
Blog

A Year of Two Halves?

With a decade of financial excess now behind us, the risks appear skewed to the downside.

Brendan Mulhern
February 11, 2019
Macro views, Real Return
Blog

Downward Momentum

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

Brendan Mulhern
December 10, 2018
Macro views, Real Return
Blog

Call the Fire Department

We evaluate the current inflationary backdrop through the lens of our ‘fire risks’ investment theme.

Iain Stewart, Brendan Mulhern
June 19, 2018
Macro views, Real Return
Blog

A Perspective on Returns 3: Boom and Bust

Why we think this cycle has a significant chance of ending with a bang rather than a whimper.

Iain Stewart
March 26, 2018
Macro views, Real Return
Blog

A Perspective on Returns 2: This Time It’s Different?

While many argue against the current economic cycle being a rerun of the last, we beg to differ.

Iain Stewart
March 22, 2018
Macro views, Real Return
Blog

A Perspective on Returns 1: Where Are We Now?

Have we seen an extended cyclical bull market or sustainable secular expansion?

Iain Stewart
March 20, 2018
Macro views, Real Return
Blog

The Great Deception

Is it time for central banks to disregard CPI as a guide for determining monetary policy?

Brendan Mulhern
November 27, 2017
Macro views, Real Return
Blog

Forks in the Road

Trump’s promises, a questionable economic recovery and how to navigate them.

Aron Pataki
October 22, 2017
Real Return
Blog

Draining the Punchbowl

As central banks start to withdraw liquidity support, can risk assets continue their strong run?

Brendan Mulhern
September 28, 2017
Real Return
Blog

Grand Designs

Why all infrastructure investment opportunities aren’t created equal.

Philip Shucksmith
August 15, 2017
Real Return
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This is a financial promotion. This document is for institutional investors only. Newton Investment Management (North America) Limited (NIMNA Ltd) is an investment management firm, in the UK NIMNA is authorized and regulated by the Financial Conduct Authority in the conduct of investment business and is a wholly owned subsidiary of The Bank of New York Mellon Corporation. Registered in England no. 2675952. NIMNA Ltd is registered as an investment adviser under the Investment Advisers Act of 1940. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. Certain information contained herein is based on outside sources believed to be reliable, but their accuracy is not guaranteed. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved.