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Perspectives

Marketeye Blog

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.

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Equities

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.

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Insights

Opportunities in Fixed Income

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Equities

Utilities and the regulatory arms race

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Insights

Investment Insights: Volatility - Impacts of market volatility are not felt equally by all investors

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Equities

Newton drawn to energy and telecoms

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Markets & Economy

Facing the global wage growth challenge

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Equities

Trip note: The Nordics

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ESG

Biofuels: Fueling the next food crisis?

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Fixed Income

A shared fixed interest

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Fixed Income

Staying in credit

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Equity

Emerging market equities: Is there opportunity?

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Markets & Economy

Diabetes drugs shown to aid in weight loss, could cut healthcare costs

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Markets & Economy

How genetic medicine may revolutionize healthcare investing

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Equities

Global equities 2023 outlook

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Markets & Economy

How value-based care models could transform healthcare

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ESG

Can COP27 change the face of EM climate support?

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Equities

2023 Outlook: Global infrastructure could offer resiliency amid uncertain times

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Equities

Large cap value outlook 2023: Strength in the “old economy”?

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ESG

Global natural resources outlook 2023: Volatility and the scarcity economy

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Equities

Climate change and agriculture: A vicious cycle or opportunity for innovation?

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Fixed Income

Can fixed income deliver in an inflationary wave?

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Insights

Credit Insights - There is No (Sensible) Alternative

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Markets & Economy

Trip note - Japan

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ESG

Why EM investment may be key to net zero targets

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ESG

Transitioning to a low carbon future

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Equities

Value opportunities in the industrials sector

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Markets & Economy

Trip note - Vietnam

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The importance of water to agriculture

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ESG

The shifting world of responsible investment

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Equities

Resilient sectors in a volatile economy

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Markets & Economy

November 2022 Fed 75 bps and Beyond

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Equities

Is now value’s time for the limelight?

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Insights

Meet the manager: Jim Lydotes

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Insights

Insight Investments - Global Macro Research - The US Dollar's Global Reserve Status: Bending, Not Breaking

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Insights

China Political Update: Xi to dominate as far as the eye can see

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Markets & Economy

6 Reasons why Asia may be full of opportunity

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Markets & Economy

Young China drives consumer opportunity

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Equities

Where to find value in value investing

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Insights

Instant Insights - Sticky CPI Situation

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Equities

The geopolitics of agriculture and food

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Markets & Economy

Can unemployment stay this low?

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Markets & Economy

Shamik Dhar: Making sense of economic shocks

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Markets & Economy

September FOMC: Fed Still Hopes For A Soft Landing

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Markets & Economy

Understanding the shifting agricultural landscape

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ESG

Exploring the social side of ESG

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ESG

Why natural capital depletion matters

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ESG

Playing the ratings game in responsible investment

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ESG

China, India and the ESG challenges ahead

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Fixed Income

Are US muni bonds set for a market bounce back?

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Fixed Income

Can fixed income markets offer light amid the gloom?

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Markets & Economy

The rise and rise of the creator economy

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Markets & Economy

How inflation, consumer sentiment is shaping consumer buying habits

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Markets & Economy

Blockchain extends its business reach

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Markets & Economy

The short appeal of high yield

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Markets & Economy

Why the past doesn't hold the key to inflation protection

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Markets & Economy

Getting ready for a range of outcomes

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Markets & Economy

Why your hamburger costs more

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Insights

Is a US recession on the horizon?

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ESG

Natural Resources Fund: Are commodities the future?

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ETFS

Hidden Depths of ETFs

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Markets & Economy

Breaks in the supply chain

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Innovation in Delivery: Active ETFs

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Markets & Economy

Making the Case for Ultra-Short Bonds

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ETFS

29 years and counting: making the case for ETFs

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ETFS

Weathering the Storm

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Equities

Equities in an inflationary environment

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Markets & Economy

Five past bear markets and what they taught us

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ETFS

The case for high-yield ETFs

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ETFS

The mechanics of ETFs

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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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