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Perspectives

The evolution of the policy backdrop - August 2014

As the policy backdrop changes, we look at the likely implications

inPerspective - July 2014

Welcome to the July 2014 edition of inPerspective, Newton's newsletter for the UK institutional market.

Why we think now is no time to go passive with emerging-market investments - July 2014

Given the prospect of lower returns and greater volatility in financial markets in the years ahead, we think it makes particular sense to go active in emerging markets.

Investment comment - July 2014

For investors, there appeared little ado about anything during the second quarter of the year.

A perspective on returns revisited - May 2014

Iain Stewart revisits arguments made in his original 2012 paper, A perspective on returns, and argues that the outlook for returns remains compromised.

inPerspective - April 2014

Welcome to the April 2014 edition of inPerspective, Newton's newsletter for the UK institutional market.

Investment comment - April 2014

Sushi lovers may have taken fright in the opening months of 2014 at the prospect of 'peak salmon', which echoed the debate in the last decade about 'peak oil'.

inPerspective - March 2014

This edition includes articles on how to reconcile a charity's principles with its investment aspirations, pooled and segregated investing for charities, an introduction to our responsible investment team, plus the launch of two new multi-asset funds for charities.

Investing responsibly - fathoming directors' pay in the UK - February 2014

New regulations give shareholders the right to vote on directors' remuneration. We look at the impact of these changes and their potential to affect both companies and investors, and we explain the approach of our responsible investment team to voting on behalf of our clients.

Finding the right mix - February 2014

Paul Brain, leader of our Fixed Income team, explores how long-term bond investors may seek to overcome challenges associated with a new financial world order.

inPerspective - January 2014

Welcome to the January 2014 edition of inPerspective, Newton's newsletter for the UK institutional market.

Investment comment - January 2014

The future of the 'helicopter' policymaking of the world's leading central banks preoccupied investors during the closing weeks of 2013.

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