Perspectives

MarketEye Blog

China real estate: A house of cards?

Newton’s global emerging markets team expects pain but no systemic challenge in China’s real estate.

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Equities

Fintech: Friend or foe?

Newton investment strategists George Saffaye and Bill Adams assess the impact of fintech on the traditional financial sector.

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Markets & Economy

Market change drives new interest in US muni bonds

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Markets & Economy

Evergrande Contagion Becoming a Drag on China’s Macro Outlook 

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Equities

The new norm in manufacturing

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ALTERNATIVES, ESG

Could environmental spending threaten stability?

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ESG

Making up for lost time on climate policy?

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ETFs

Making the case for Ultra Short bonds

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Insights

Instant Insights - Tug of war

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Insights

Instant Insights - Déjà vu?

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Equity

Quality abroad

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Markets & Economy

Mapping world inflation

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Fixed Income

What's driving munis in 2021?

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Insights

Credit has little to Fear from Inflation

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Insights

Instant Insights - Still Peaking?

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Alternatives

At the crossroads

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Equity

The great transition

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ETFs

The mechanics of ETFs

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Insights

Instant Insight- No hikes until 2023?

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Markets & Economy

Golden years

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ESG

No such thing as a free lunch

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ESG

The world is not enough

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Insights

Instant Insight... Peak CPI

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ESG

The future of infrastructure is green

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Markets & Economy

Healthcare after Covid-19

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Alternatives

Investing in space: Time to reach for the stars?

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ESG

Mobility: The drive continues
 

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Markets & Economy

Fintech to infinity
 

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Insights

Instant Insight... Some Like It Hot?

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Fixed Income

Interest in sustainable investments show no signs of slowing

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Equity

B.E.A.C.H. stocks and the promise of summer

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Equity

Will EM continue to show promise?

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Insights

Instant Insights... Spotlight shifts from Fed to Biden

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Market and Economy

Embracing the Blockchain revolution

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Equity

Will the market rotation be short-term?

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ESG

Is tomorrow’s energy source here today?

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Alternatives

What's behind copper's rise?

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Fixed Income

The Inflation Debate is Overheated

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Equity

The 2021 Andex Chart Story

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Equity

Covid has transformed investing. Here’s how.

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Equity

Leap year

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Equity

Q&A with Murdo Maclean, Walter Scott

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Fixed Income

Fixed Income Heatmap

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Insights

Instant Insights... More Curve-Steepening to Come?

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Equity

How sustainability plans are changing the equities landscape

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Fixed Income

Climate risk still relevant for muni bonds

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Equity

Why growth still matters

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Insights

Instant Insights... Surveying the Bond sell-off

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Fixed Income

Accommodative policy crucial in 2021

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Fixed Income

Muni demand and the year ahead

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Insights

Don't worry about inflation

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Equities

2021: The equity specialist view

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Markets & Economy

2021: A year for hope and challenges

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Fixed Income

2021: The fixed income specialist view

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Fixed Income

Why are companies issuing less debt?

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Equities

Return of the cyclicals

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Markets & Economy

2021 and working from home: It's complicated

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Markets & Economy

The tale of two indices

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Markets & Economy

2021: Why all eyes are on tech

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Markets & Economy

Making the case: Real assets in uncertain times

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Fixed Income

2021: The year of the yield conundrum

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Markets & Economy

Changing forms

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Markets & Economy

EM corporate debt: Bouncing back fast

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Markets & Economy

Tech acceleration poised to persist

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Markets & Economy

Data dashboard

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Markets & Economy

Muni investors weigh likely Biden impacts

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Markets & Economy

Building the bridge to recovery

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Markets & Economy

Consumer remains key for the US economy

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Markets & Economy

A turning point for energy

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Markets & Economy

Healthcare in the time of Covid-19

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Markets & Economy

All change? Asset management in the new normal

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Fixed Income

Who knows what tomorrow holds?

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This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change. The information is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

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