Newton Wrap January 2024

Investment insights and analysis to keep you a step ahead.

For professional and institutional investors only.

Featured insight – 2024 investment outlook

What does 2024 hold for the investment landscape? Read our blogs and articles to find out.

View the US outlook library | UK outlook library

In focus

Investment comment

On 18 December, following weeks of intense seismic activity, a volcano on the Reykjanes peninsula of southwest Iceland erupted. Large quantities of lava and smoke were ejected across a wide area, creating a spectacular, red-lit backdrop which could be seen from Iceland’s capital Reykjavik some 25 miles away.

Financial markets, meanwhile, after coming under significant pressure during the second half of the summer and October, were reignited during the final few weeks of the year as hopes for an economic soft landing gathered pace, with a notable easing of financial conditions supported by a disinflationary narrative and increasingly dovish rhetoric from the US Federal Reserve.?

With 2024 set to be the third year of a new market regime, we consider the implications for economies and financial markets in our latest ‘Investment comment’.

Read the US edition | UK edition

Double Take: The state of the media

?? News flash! Is the future bright for the media business? In a time when the news industry is making headlines itself, Martin Baron , former executive editor of The Washington Post and author of ‘Collision of Power’, joins Raphael (Rafe) Lewis and Jack Encarnacao to shine a light on the current media environment.

?? Listen on Apple or Spotify

Don't miss these pieces

UK editions

1. Investment Matters: US labour relations: A shift in the power balance?
2. Investment trusts: Good but could do better?
3. Macro Matters video: How will the economic slowdown land in 2024?

US editions

1. Fading fortunes: The slowdown of cross-border capital into China
2. A new spark for clean hydrogen?
3. Mining’s race to the bottom

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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’).