18 episodes
Investment Matters Newton Investment Management
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- Business
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.
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Defining our approach to thematic investing
Thematic strategist Brian Blongastainer talks to the investment communications team's Matthew Goodburn about the key role that themes play within Newton's multidimensional research.
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How can a different approach to equity investment address the new market regime?
The investment communications team’s Matt Goodburn talks to global investment strategist Andrea Fisher about why we believe active equity strategies are better placed than their passive peers to take advantage of opportunities arising from a dramatically different market environment.
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How is Newton Aiming to Reach Net-Zero Carbon Emissions?
Global head of sustainable investment Therese Niklasson explains to the investment communications team’s Matthew Goodburn why Newton has chosen the Science Based Targets initiative in the drive to achieve net-zero carbon emissions.
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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.
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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.
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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.