Finding investment decisions tough in an ever-changing world? Listen to experts from Newton Investment Management try to cut out the near-term noise to bring clarity to the burning issues of the day.
As investors adapt to the new market regime, head of global opportunities Louise Kernohan and portfolio manager Georgina Cooper speak to multimedia editor Matthew Goodburn about the current volatility in global equity markets and the themes and ideas helping them to unearth long-term investment opportunities.
8 Nov 2023
Investigative update: US labour relations - a shift in the power balance?
Investigative analyst Elizabeth McManus talks to multimedia editor Matthew Goodburn about how the balance of power between US companies and their employees may be shifting and the potential social and economic implications.
24 Oct 2023
Macro Matters: Using macro themes to help interpret the new market regime
Multimedia editor Matt Goodburn talks to deputy CIO of multi-asset Paul Brain and global thematic strategist Richard Bullock about ‘big government’ and ‘great power competition’ – two key macro themes that are helping us to navigate and interpret the dramatically changed macroeconomic and geopolitical backdrop.
4 Aug 2023
Artificial intelligence: How themes help shape our investment approach
In the latest Investment Matters podcast, multimedia editor Matt Goodburn talks to global thematic strategist Brian Blongastainer and portfolio manager Robert Zeuthen about how our thematic research framework helps us to interpret the significant threats and opportunities posed by AI.
16 Jun 2023
Is it finally time for small caps to shine?
Multimedia editor Matthew Goodburn talks to small-cap investors Patrick Kent, George Saffaye and Andrew Leger about why small-cap stocks have underperformed large caps for the last few years, and why this area of the market could be set for a renaissance.
17 Apr 2023
How is deglobalisation reshaping the investment landscape?
Listen to senior investment analyst Monty Kori and head of fixed income Paul Brain talk to multimedia editor Matthew Goodburn about how the theme of deglobalisation is reshaping our understanding of the investment backdrop.
21 Mar 2023
Investigative research: how we do it and why it matters
Investigative research analyst Elizabeth McManus talks to the investment communications team’s Matthew Goodburn about the role of the investigative research team, and why its work is important within Newton’s investment process.
26 Jan 2023
Defining our approach to thematic investing
Thematic strategist Brian Blongastainer talks to the investment communications team's Matthew Goodburn about the key role that themes play within Newton's multidimensional research.
17 Oct 2022
How can a different approach to equity investment address the new market regime?
The investment communications team’s Matt Goodburn talks to global investment strategist Andrea Fisher about why we believe active equity strategies are better placed than their passive peers to take advantage of opportunities arising from a dramatically different market environment.
29 Jul 2022
How is Newton Aiming to Reach Net-Zero Carbon Emissions?
Global head of sustainable investment Therese Niklasson explains to the investment communications team’s Matthew Goodburn why Newton has chosen the Science Based Targets initiative in the drive to achieve net-zero carbon emissions.
22 Jun 2022
Why now for US small and mid-cap investments?
Equity Chief Investment Officer John Porter explains to the investment communications team’s Matthew Goodburn why he remains optimistic about selective parts of the US small and mid-cap sector.
19 May 2022
Russia, China and the new world order.
The investment communications team’s Matthew Goodburn asks senior geopolitical strategist Richard Bullock how the Ukraine conflict is changing the dynamics of China and Russia’s relationship and what the implications could be for international relations and investment markets.
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