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InPerspective U.S. - Volume 3

July 2010

Welcome to the July 2010 edition of inPerspective U.S., Newton's newsletter for the U.S. institutional market.

This edition features:

  • Sovereign debt crises and their implications for currencies

We look at the relationship between sovereign debt uncertainties and currency valuation.

  • Themes in the global healthcare sector

We explain how our global, thematic approach helps us to explore the case for investment in the healthcare sector.

  • Performance updates

Up-to-date comment on our main strategies.

To read the full content, please download InPerspective U.S. - Volume 3