The Newton Asia-Pacific equity strategy aims to generate capital growth from a focused portfolio of high-quality stocks in the Asia-Pacific (ex-Japan) region.
In November 2009, the Asset Management Working Group published its report on the UK asset management industry. In this brief paper, we review the key findings and recommendations (to the industry, regulator and government) in the report.
In this edition of InPerspective, we look at how our themes enable us to manage risk in our clients' portfolios and we debate the respective merits of using real-return and benchmark-aware investing.
Newton held its annual investment conference in November 2009. If you joined us, I hope that you will find this report a useful précis of the presentations you heard. If you were not able to be there, I hope that you enjoy reading about the topics that we covered.
In this paper we take a look at why Europe's economic recovery caught most observers by surprise in 2009 and we examine the outlook for Europe in 2010.
This theme is central to responsible investing and highlights the importance of the consideration of environmental, social and governance matters in Newton's investment approach.
The debate about the merits of active and passive investment management has received much attention recently in the aftermath of the global credit crisis and in light of the failure of a number of active strategies to meet investors' requirements during that crisis.
Our analysts play a vital part in our global thematic approach at Newton. In this short paper, we explain the role of the analysts and how they work with our portfolio managers to identify 'winning' investment opportunities on behalf of our clients.
The current concerns over Greek sovereign finance are natural as investors continue to worry about the country's large-scale debt, compounded by several years of less than prudent or transparent fiscal management.
Europe provides a number of opportunities in which to invest; and, with the European market being one of the cheapest in the world, now appears to be an excellent time to invest in some of Europe's best companies at compelling valuations.
In a week in which the UK's Scottish leader was almost politically 'knifed' by members of his own party, it seems appropriate to summarise the state of the gilt (UK government bond) market with a quotation from Macbeth.
The current concerns over Greek sovereign finance are natural as investors continue to worry about the country's large-scale debt, compounded by several years of less than prudent or transparent fiscal management.
InPerspective is our new name for InSight. In this edition, we look at how to manage risk in our clients' portfolios and we debate the merits of absolute-return and relative-return investing.
Europe provides a number of opportunities in which to invest; and, with the European market being one of the cheapest in the world, now appears to be an excellent time to invest in some of Europe's best companies at compelling valuations.
An introduction and business update from Helena Morrissey at our annual invetment conference.
An introduction and business update from Helena Morrissey at our annual invetment conference.
A performance update from Jeff Munroe.
A performance update from Jeff Munroe.
Iain Stewart and Simon Laing talk about how Newton is using themes to secure the future.
Iain Stewart and Simon Laing talk about how Newton is using themes to secure the future.
Rob Stewart talks about how Newton uses themes to manage risk.
Rob Stewart talks about how Newton uses themes to manage risk.
Learn more about the Global Real Return strategy from James Harries, manager of the Global Real Return fund.
