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This year has been characterized by policy uncertainty and fears about the potential impact of tariffs on inflation. While many expected the consumer would crack amid weaker sentiment, it hasn’t happened yet. Retail sales remain resilient, supported by a job market that remains good enough to support spending.

After years of outperformance, the U.S. underperformed other regions during the first quarter. While the debate over whether U.S. exceptionalism can persist continues, the U.S. has resumed its leadership since mid-April - led by the technology sector.

Portfolio Managers Ian Bettney and Robert Schramm-Fuchs give some insight into the EU's proposed securitisation reforms and discuss whether the simplified regulation framework goes far enough to revitalise the market.

In this video, Newton head of mixed assets investment Paul Flood reiterates why, in the wake of Donald Trump’s ‘Liberation Day’, he thinks it’s about time in the market rather than timing the market.

In this video, Newton global income portfolio manager Jon Bell considers some of the forces shaping global equity markets 100 days into Donald Trump’s second tenure as US president.

Newton portfolio manager Janice Kim discusses the mixed asset team’s current thinking around the shifting macroeconomic and geopolitical backdrop.

High valuation and concentration risks appear to be driving an ongoing shift in equity market leadership, signalling a potential change in the dominant sectors of the market, argues Newton portfolio manager Jon Bell.

A new regime calls for a new approach to multi-asset, says Newton multi-asset chief investment officer Mitesh Sheth.