We explain some of our main reasons why investors should consider equity income, and we outline our Global, Asian and Emerging equity income strategies.
Welcome to the April 2013 edition of inPerspective, Newton's newsletter for the UK institutional market.
At Newton, we believe our use of themes is invaluable in helping us to gain perspective on the important risks and opportunities in investment markets.
Unlike Shakespeare's Othello, who suffered "savage madness" while stationed in Cyprus, investors (if measures of stock-market volatility are anything to go by) appeared largely unfazed by events on the Mediterranean island, the setting for the latest flare-up in the eurozone debt crisis.
In this video interview, Cambridge and Oxford women's boat club members talk to Bloomberg about the impact of Newton's sponsorship.
With the U.S. election out of the way, we have witnessed a return to status quo: not the iconic rock band, but an environment of high debt, fiscal austerity and central banks experimenting with monetary policy. The political landscape in the U.S. appears to have changed marginally, but the country still has the same president, the same division of control of the legislative houses, and the same person in charge of the Federal Reserve.
Investors may benefit amid challenging investment conditions from a sensibly diversified and transparent strategy, with a focus on absolute rather than index-relative returns.
Since the credit crisis in 2007, we have observed that equity markets have started each new year with optimism about economic prospects, prompting calls for the mythical "bond vigilantes" to show their colours by "dumping" government bonds.
Investors may benefit amid challenging investment conditions from a sensibly diversified and transparent strategy, with a focus on real rather than index-relative returns.
When the latest James Bond film, Skyfall, was released in October, and in the same month Felix Baumgartner free-fell from the edge of space to become the first skydiver to break the speed of sound, investors may have wondered what omens were being sent.
Seasonal patterns for the last four years have suggested a period of economic slowdown during the middle two quarters of the year, bringing about a corresponding decline in government bond yields and a drop in risk asset prices. This time, though, it might be different.
We explain some of our main reasons why investors should consider equity income, and we outline our Global, Asian and Emerging equity income strategies.
Welcome to the April 2013 edition of inPerspective, Newton's newsletter for the UK institutional market.
At Newton, we believe our use of themes is invaluable in helping us to gain perspective on the important risks and opportunities in investment markets.
At Newton, we believe our use of themes is invaluable in helping us to gain perspective on the important risks and opportunities in investment markets.
Unlike Shakespeare's Othello, who suffered "savage madness" while stationed in Cyprus, investors (if measures of stock-market volatility are anything to go by) appeared largely unfazed by events on the Mediterranean island, the setting for the latest flare-up in the eurozone debt crisis.
Unlike Shakespeare's Othello, who suffered "savage madness" while stationed in Cyprus, investors (if measures of stock-market volatility are anything to go by) appeared largely unfazed by events on the Mediterranean island, the setting for the latest flare-up in the eurozone debt crisis.
When the latest James Bond movie, Skyfall, was released in October, and in the same month Felix Baumgartner free-fell from the edge of space to become the first skydiver to break the speed of sound, investors may have wondered what omens were being sent.
Since the credit crisis in 2007, we have observed that equity markets have started each new year with optimism about economic prospects, prompting calls for the mythical "bond vigilantes" to show their colours by "dumping" government bonds.
Since the credit crisis in 2007, equity markets have started each new year with optimism about economic prospects, prompting calls for the mythical "bond vigilantes" to show their colours by dumping government bonds.
With the US election out of the way, we have returned to status quo: not the iconic rock band, but an environment of high debt, fiscal austerity and central banks experimenting with monetary policy. The political landscape in the US has changed marginally, but the country still has the same president, the same division of control of the legislative houses, and the same person in charge of the Federal Reserve.
While much of the Western world continues to grapple with the legacy of the credit crisis, investors are broadening their horizons. As global investors with strong conviction in equity income investing, we discuss in this article ourviews on opportunities and risks in emerging markets.
With the U.S. election out of the way, we have witnessed a return to status quo: not the iconic rock band, but an environment of high debt, fiscal austerity and central banks experimenting with monetary policy. The political landscape in the U.S. appears to have changed marginally, but the country still has the same president, the same division of control of the legislative houses, and the same person in charge of the Federal Reserve.
For some time now, we have maintained the view that the core government bond markets appear, to us, fundamentally and illogically over-valued.
Our CEO Helena Morrissey explores a number of subjects including inflation, bond yields, diversity and setting new standards for investment management.
In this video interview, Cambridge and Oxford women's boat club members talk to Bloomberg about the impact of Newton's sponsorship.
Nick Clay presents the case for Equity Income investing.
Our 2012 investment conference was based on the theme of 'Optical illusions' because things are not always quite as they seem in the world and, for this reason, we need to look beyond the obvious.
