Newton Wrap March 2024

Newton Wrap March 2024

Investment insights and analysis to keep you a step ahead.

For professional and institutional investors only.

Featured insight – Double Take: Behind Fed doors

Unlock the secrets of the Federal Reserve’s decision-making process in our latest Double Take episode. Jack Encarnacao and Raphael (Rafe) Lewis interview Jeffrey Lacker , former president of the Federal Reserve Bank of Richmond, who pulls back the curtain on the Fed and how it adjusts its federal funds rate, a key driver of many investment decisions.

?? Listen on Apple or Spotify

In focus

Brainwaves: Is it time for an absolute-return revival?

Does the new market regime provide a backdrop that could help absolute-return strategies to prosper? ??

In the latest episode of Brainwaves, investment specialist Catherine Doyle, CFA, CAIA and deputy CIO of multi-asset Paul Brain discuss the evidence with multimedia editor Matthew Goodburn and explain how tactical asset allocation can play an important role in the context of shorter and more volatile economic and market cycles.

??? Watch the UK video | US video

Investing in utilities

Investing within the utilities space has long been a choice between the US or Europe, with varying positive and negative aspects to each location depending on the existing regulatory environment. In particular, government intervention has traditionally been a key concern for investors in European utilities.

James Lydotes, CFA , head of equity income and deputy CIO of equities, and Brian Blongastainer, CFA, CMT , global investment strategist, explore the catalysts that are currently creating significant tailwinds for US utilities.

Read the UK edition | US edition

Don't miss these pieces

UK editions

  1. China trip: Three takeaways
  2. What should multi-asset investors do now?
  3. Investment trusts: Good but could do better?

US editions

  1. Not your parents’ energy sector
  2. Parental leave: Supporting modern parenthood
  3. Mobility 2024 outlook: Accelerating into the future

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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’).

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