Article

Alpha drivers for deliberately different solutions

Our modular multi-strategy solutions offer diversified exposure to multiple return drivers.

Filter by:
Topic
loading-newton
Article

2024 voting season report

We outline the key 2024 voting trends, and how we have voted on behalf of our clients.

Article

Investment comment – October 2024

After journeying through a somewhat rocky third quarter, how should investors navigate the remainder of 2024?

Article

Navigating the new normal: The future of equity investment

We explore how equity investors can harness long-term growth trends amid a changed economic backdrop.

Article

Real Return: Navigating 20 years of evolving markets

We reflect on the highly varied and unpredictable backdrop navigated by the Real Return strategy since its inception.

Article

Stewardship at Newton: 2023 engagement, advocacy and voting highlights

Overview of our stewardship activity, including case studies on how we vote, engage, and help shape best practice.

Article

Global Equity: Navigating volatile markets

After a period of tech mega-cap dominance, could a rotation in equity-market leadership be approaching?

Article

Reimagining the multi-asset portfolio in a new investment world

Explore the reasons why we believe now is the time to consider liquid alternatives.

Article

Use of derivatives in overlays / downside protection and upside capture

We discuss the benefits of implementing a tactical asset allocation overlay with derivatives.

Article

Newton's bond macro signal: An introduction

We discuss our new tactical bond signal that captures a wide array of economic, policy, and market variables.

Article

Investment comment – July 2024

Amid continued economic resilience, market participants face interest-rate uncertainty and political volatility. What are the investment implications?

Article

Core global equities: As relevant today as they have always been

We explain why global equities remain a vital component for many pension scheme asset allocators.