Newton Wrap April 2024
Investment insights and analysis to keep you a step ahead.
For professional and institutional investors only.
Featured insight – Investment comment
The first quarter of 2024 was characterised by a globally synchronised growth narrative, with a US economy that has remained robust and the prospect of a recovery broadening out to other regions.
While inflation remains above target in major developed economies, market participants’ concerns have continued to ease, with much anticipated interest-rate cuts forecast for the second half of the year. Nevertheless, investors still face significant risks.
We consider the outlook for financial markets in our latest Investment comment.
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In focus
Double Take: The election trade-off
What could a new presidential administration mean for US trade policy?
Jamieson Greer , partner at King & Spalding and former chief of staff to the Office of the US Trade Representative, joins Jack Encarnacao and Raphael (Rafe) Lewis to discuss the full extent of presidential power in trade policy, the potential for a universal baseline tariff and more.
The allure of alternatives: Listed infrastructure
领英推荐
What are the key draws of listed infrastructure in the current environment?
James Lydotes, CFA , head of equity income, and Brian Blongastainer, CFA, CMT , global investment strategist, discuss how listed infrastructure could be a compelling alternative for investors, especially those seeking yield and downside protection in turbulent markets.
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This is a financial promotion and has been issued by Newton Investment Management Ltd. ‘Newton’ and/or ‘Newton Investment Management’ is a corporate brand which refers to the following group of affiliated companies: Newton Investment Management Limited (NIM), Newton Investment Management North America LLC (NIMNA) and Newton Investment Management Japan Limited (NIMJ). NIMNA was established in 2021 and NIMJ was established in March 2023. In the United Kingdom, NIM is authorised and regulated by the Financial Conduct Authority (‘FCA’), 12 Endeavour Square, London, E20 1JN, in the conduct of investment business. Registered in England no. 01371973. NIM and NIMNA are both registered as investment advisors with the Securities & Exchange Commission (‘SEC’) to offer investment advisory services in the United States. NIM’s investment business in the United States is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. NIMJ is authorised and regulated by the Japan Financial Services Agency (JFSA). All firms are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY Mellon’).