Old economy comeback
Out with the new, in with the old. It’s not quite as catchy that way round but it provides a pretty succinct summary of today’s investment landscape. Find out which industries have excited Newton portfolio manager John Bailer in this environment.
Utilities and the regulatory arms race
The Inflation Reduction Act (IRA) seems to have incited a clean energy arms race among utilities regulators across the globe. Newton's Jim Lydotes shares his perspective on the emerging regulatory dynamic in the utilities sector and what it could mean for investors.
Investment Insights: Volatility - Impacts of market volatility are not felt equally by all investors
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Insight Investments - Global Macro Research - The US Dollar's Global Reserve Status: Bending, Not Breaking
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