Newton Investment Management

Climate risk now manifesting as poor performance for investors

ESG is not a label to make investors and super members feel good but a part of a quality investment decision, says Newton Investment Management’s Andrew Parry.

Meredith BoothMay 5, 2021

Economic thinking is changing, so is the bond market

There’s a definite move towards rebuilding and steering economies in a new direction, rather than just managing through a crisis, fixed income experts have highlighted at this year's Fixed Income & Credit Forum.

Jessica SierApril 5, 2021

Absolute Returns Conference Digital 2020

Deciphering the trend: Will the real ESG contenders stand up

Money managers wanting to take advantage of the clear global trend towards ESG models should look at those businesses willing to spend time and resources evolving and re-developing their business models, according to Newton Investment Management's Andrew Parry.

Jessica SierAugust 31, 2020

Absolute Returns Conference

Absolute return back in vogue as volatility spikes

Newton Investment Management's Aron Pataki expects money will likely return to absolute return strategies as markets enter a new era of low returns and wild price swings.

Sarah JonesOctober 18, 2019

Absolute Returns Conference

Portfolio construction around themes not sectors

Narratives and themes should replace GICS sectors and asset classes as the basis for building portfolios, Newton’s Curt Custard has said.

Rachel AlembakisOctober 8, 2018

Hedge Funds

Strategy for an un-presidented reflation fade

With a Trump boost and the reflation trade both looking shaky, Newton’s Aron Pataki backs capital preservation and absolute returns.

Aron PatakiSeptember 15, 2017