Our philosophy and process
- A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities. ESG considerations are integrated throughout the research process and via proprietary quality reviews, to ensure that any material issues are captured.
- The strategy invests in a diversified range of assets, from equities and bonds to alternative assets. Income is set at portfolio level, allowing the manager to determine where best to achieve income and where to seek capital growth.
China influence
The influence of China on the world has grown exponentially but its economy looks increasingly risky. ‘China influence’ looks at how the country’s development affects the investment outlook beyond its borders.1
1 Compared to more established economies, the value of investments in emerging markets may be subject to greater volatility owing to differences in generally accepted accounting principles or from economic or political instability or less developed market practices.
State intervention
Authorities have engaged in ever-greater policy intervention and regulation to shore up economic growth. We believe ‘state intervention’ has increased misallocation of capital, caused volatility in markets and inflated asset prices – and we think that calls for a stock-specific approach.
Financialization
Cheap money has caused rapid growth in a sector already supported by deregulation. ‘Financialization’ investigates the implications of finance dominating economic activity, instead of serving it.
Consumer power
Technological advances are increasingly shifting the power to consumers in the marketplace. With the ability to compare prices and products independently now in the hands of the consumer, businesses must adapt to a changing commerce landscape, as their customers seek out better experiences, authenticity and value. Our ‘consumer power’ theme addresses these trends.
Investment team
Our Global Multi-Asset Income strategy is managed by an experienced team. Our global sector analysts and investment managers are located on a single floor in London, which helps to ensure that the investment process is flexible and opportunistic. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.
- 18
- years’ average investment experience
- 14
- years’ average time at Newton
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Paul Flood
Portfolio manager, global equity income
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Bhavin Shah
Portfolio manager, multi-asset team
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Ilga Haubelt
Head of Equity Income
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Jon Bell
Portfolio manager, global equity income
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Nick Pope
Junior portfolio manager
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Robert Hay
Portfolio manager, global equity income
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Zoe Kan
Portfolio manager, emerging and Asian equity income
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.