|
|
 |
|
To view our fund manager strategist videos and teleconferences please click on the relevant banner below.
| Webcast/Teleconference |
View/Listen |
Iain provides a brief overview of Newton’s themes, what they are and how we use them. He also introduces our four new themes: All Change, Uneconomic Growth, More Government and Construction Reconstruction |
 |
Stewart briefs the recent bond market difficulties and his expectations for the future. |
|
Charles provides an historical viewpoint and a future perspective on the oil and gas price, including an explanation for the drivers in the energy sector. |
|
Simon reflects on the credit crunch and what we can expect to see in the banking sector in the future. |
|
Paul provides an update on the performance and current positioning of the global equity and EAFE plus strategies. |
|
Raj provides an update on the European equity market and Newton’s European equity capability going forward. |
|
Helena discusses Newton’s core beliefs of performance, teamwork and perspective. She reminds us how remaining true to these led to outstanding performance across a number of strategies in the retail and institutional markets in 2007 and over the long term. |
|
Jeff expands upon the importance of perspective in investment management. He then reviews 2007's key themes and assesses how they contributed to the superb performance of most of Newton’s strategies. |
|
Stewart expands upon the global themes of debt ad credit, global realignment and Earth matters. He discusses how currency and bond markets may react in response to these themes. |
|
Chris reviews the performance of the Newton Income Fund, and expands upon performance drivers, portfolio analysis and his views for the future. |
|
Simon updates on Newton’s 2008 outlook for the US as a single market and in a global context. He also gives his views on the US dollar. |
|
2007 was a difficult year for the banking sector, especially in developed markets. Simon investigates what went wrong and what happens next. |
|
Paul reminds us of Newton’s thematic approach and then expands upon how this has impacted our global equity portfolios. |
|
Raj reminds of our global outlook and assesses how we evaluate European equities within this context, and expands upon how this has affected portfolios. |
|
James reminds of the rationale for global equity income investing, and then reviews the portfolio strategy and positioning for the Newton Global Higher Income Strategy. |
|
Jason looks at inflation in Asia, and evaluates how that is affecting regional currencies. |
|
Newton's commitment to a thematic investment approach has enabled us to produce strong positive returns for investors during what has proved to be a turbulent year. |
|
Stewart Cowley, Newton’s Head of Fixed Income provides an insight into the world’s bond markets and the challenges and opportunities in this asset class. |
|
Jeff Munroe, Newton's Chief Investment Officer outlines his views on a range of topical investment issues. This includes key global investment drivers, China's influence on the global economy, broader Asian investment opportunities and fixed income. |
|
|
|
|
|
|
|
