Investment Matters

As investors adapt to the new market regime, head of global opportunities Louise Kernohan and portfolio manager Georgina Cooper speak to multimedia editor Matthew Goodburn about the current volatility in global equity markets and the themes and ideas helping them to unearth long-term investment opportunities.

Investigative analyst Elizabeth McManus talks to multimedia editor Matthew Goodburn about how the balance of power between US companies and their employees may be shifting and the potential social and economic implications. 

Multimedia editor Matt Goodburn talks to deputy CIO of multi-asset Paul Brain and global thematic strategist Richard Bullock about ‘big government’ and ‘great power competition’ – two key macro themes that are helping us to navigate and interpret the dramatically changed macroeconomic and geopolitical backdrop.

In the latest Investment Matters podcast, multimedia editor Matt Goodburn talks to global thematic strategist Brian Blongastainer and portfolio manager Robert Zeuthen about how our thematic research framework helps us to interpret the significant threats and opportunities posed by AI.

Multimedia editor Matthew Goodburn talks to small-cap investors Patrick Kent, George Saffaye and Andrew Leger about why small-cap stocks have underperformed large caps for the last few years, and why this area of the market could be set for a renaissance.

Listen to senior investment analyst Monty Kori and head of fixed income Paul Brain talk to multimedia editor Matthew Goodburn about how the theme of deglobalisation is reshaping our understanding of the investment backdrop.

Investigative research analyst Elizabeth McManus talks to the investment communications team’s Matthew Goodburn about the role of the investigative research team, and why its work is important within Newton’s investment process. 

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. 

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. 

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.