Newton Wrap April 2023
Investment insights and analysis to keep you a step ahead.
For professional and institutional investors only.
A new banking crisis?
What do recent bank failures mean for the financial sector and the economy more broadly?
We believe that changing interest-rate expectations, negative sentiment, the potential impact on credit availability, and some company-specific issues have been drivers of recent volatility. We anticipate that we could see more ‘breakages’ this year, but our biggest current concern is that tighter money supply causes a recession.
View our insights to learn more:
- SVB: a new banking crisis? – By Vivek Gautam, CFA – US edition | UK edition
- Breaking the system – By Paul Brain – US edition | UK edition
- Brainwaves: SVB, monetary policy and the bond markets – By Paul Brain – US edition | UK edition
In focus
The compelling case for equity income
As we enter a new investment era likely to be defined by uncertainty and volatility, CEO Euan Munro explains why he believes an active, discerning approach to equity income could be key in helping investors achieve attractive outcomes.
Read the US edition | UK edition
Natural-resource equities: the case for asset class allocation
Natural-resource equities are a unique asset class, a hybrid between real assets and equities. Albert Chu, CFA and Christopher Hazelton discuss why an allocation offers investors the ability to add alternative exposure into an evolving and more efficient investment portfolio.
Read here
Don't miss these pieces
UK editions
- Six key ESG-related themes for 2023
- Investigative research: how we do it and why it matters
- Food, nutrition and health: how we seek to influence change
US editions
- Seven deadly sins of quantitative investing using machine learning
- Investing in generative AI
- Utilities and the regulatory arms race
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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 is comprised of the equity and multi-asset teams from an affiliate, Mellon Investments Corporation. NIMJ was established in March 2023 and is comprised of the Japanese equity management division of an affiliate, BNY Mellon Investment Management Japan Limited. 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. Both firms are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY Mellon’).