Finding investment decisions tough in an ever-changing world? Listen to experts from Newton Investment Management try to cut out the near-term noise to bring clarity to the burning issues of the day.
Why now for US small and mid-cap investments?
Equity Chief Investment Officer John Porter explains to the investment communications team’s Matthew Goodburn why he remains optimistic about selective parts of the US small and mid-cap sector.
Russia, China and the new world order.
The investment communications team’s Matthew Goodburn asks senior geopolitical strategist Richard Bullock how the Ukraine conflict is changing the dynamics of China and Russia’s relationship and what the implications could be for international relations and investment markets.
Why equity-income investing is back.
The investment communications team’s Matthew Goodburn asks equity income portfolio managers Ilga Haubelt, John Bailer and Jon Bell why they believe now is the perfect time to reassess equity-income investing.
China and India: taking a sustainable approach
The investment communications team’s Matthew Goodburn asks portfolio manager Ian Smith and global strategist Richard Bullock about the importance of thematic and sustainability considerations when investing in emerging markets.
Emerging giants: Can India emulate China's recent growth?
China and India are the biggest engines of emerging-market growth, but why is there such a disparity between their recent growth rates, and can India ever emulate China's meteoric rise?
How will we get to net zero? Part III
In the final episode of our net-zero podcast series, head of sustainable investment, Andrew Parry, and global analyst, Laura Sheehan, talk to Matt Goodburn about the steps companies need to take to avoid a climate catastrophe in the future.