Newton Wrap May 2024
Investment insights and analysis to keep you a step ahead.
For professional and institutional investors only.
Featured insight – How can we unlock opportunity in a new market regime?
Several multi-decade trends have recently come to an end, and investors are contending with a world that is less connected, less stable geopolitically, and potentially more inflationary. CEO Euan Munro explores how we seek to unlock opportunity for our clients in the new market regime.
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In focus
About Newton
Our purpose at Newton is to unlock investment opportunity so that our clients achieve their goals in the vibrant world we all want to see. We seek to deliver strong outcomes to our clients across active equities, income, absolute return (including fixed income), multi-asset (both fundamental and systematic), thematic and sustainable strategies. We believe that unlocking opportunity requires a future-facing approach, and to us that means active, multidimensional and engaged investment.
Learn more about Newton on our UK website | US website
Double Take: Bracing for EV impact
Could electric vehicles cost more over the long haul? Tony Cotto , director of auto and underwriting policy for the US National Association of Mutual Insurance Companies, joins Jack Encarnacao and Raphael (Rafe) Lewis to break down how automobile insurers are preparing for EV growth and accounting for rising repair costs.
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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’).