Claim OwnershipInvestment Matters
Subscribed: 6Played: 21
Subscribe
© 2024 Investment Matters by Newton
Description
Finding investment decisions tough in an ever-changing world? Listen to experts from Newton Investment Management try to cut out the near-term noise to bring clarity to the burning issues of the day.
28 Episodes
Reverse
As investors adapt to the new market regime, head of global opportunities Louise Kernohan and portfolio manager Georgina Cooper speak to multimedia editor Matthew Goodburn about the current volatility in global equity markets and the themes and ideas helping them to unearth long-term investment opportunities.
Investigative analyst Elizabeth McManus talks to multimedia editor Matthew Goodburn about how the balance of power between US companies and their employees may be shifting and the potential social and economic implications.
Multimedia editor Matt Goodburn talks to deputy CIO of multi-asset Paul Brain and global thematic strategist Richard Bullock about ‘big government’ and ‘great power competition’ – two key macro themes that are helping us to navigate and interpret the dramatically changed macroeconomic and geopolitical backdrop.
In the latest Investment Matters podcast, multimedia editor Matt Goodburn talks to global thematic strategist Brian Blongastainer and portfolio manager Robert Zeuthen about how our thematic research framework helps us to interpret the significant threats and opportunities posed by AI.
Multimedia editor Matthew Goodburn talks to small-cap investors Patrick Kent, George Saffaye and Andrew Leger about why small-cap stocks have underperformed large caps for the last few years, and why this area of the market could be set for a renaissance.
Listen to senior investment analyst Monty Kori and head of fixed income Paul Brain talk to multimedia editor Matthew Goodburn about how the theme of deglobalisation is reshaping our understanding of the investment backdrop.
Investigative research analyst Elizabeth McManus talks to the investment communications team’s Matthew Goodburn about the role of the investigative research team, and why its work is important within Newton’s investment process.
Thematic strategist Brian Blongastainer talks to the investment communications team's Matthew Goodburn about the key role that themes play within Newton's multidimensional research.
The investment communications team’s Matt Goodburn talks to global investment strategist Andrea Fisher about why we believe active equity strategies are better placed than their passive peers to take advantage of opportunities arising from a dramatically different market environment.
Global head of sustainable investment Therese Niklasson explains to the investment communications team’s Matthew Goodburn why Newton has chosen the Science Based Targets initiative in the drive to achieve net-zero carbon emissions.
Equity Chief Investment Officer John Porter explains to the investment communications team’s Matthew Goodburn why he remains optimistic about selective parts of the US small and mid-cap sector.
The investment communications team’s Matthew Goodburn asks senior geopolitical strategist Richard Bullock how the Ukraine conflict is changing the dynamics of China and Russia’s relationship and what the implications could be for international relations and investment markets.
The investment communications team’s Matthew Goodburn asks equity income portfolio managers Ilga Haubelt, John Bailer and Jon Bell why they believe now is the perfect time to reassess equity-income investing.
The investment communications team’s Matthew Goodburn asks portfolio manager Ian Smith and global strategist Richard Bullock about the importance of thematic and sustainability considerations when investing in emerging markets.
China and India are the biggest engines of emerging-market growth, but why is there such a disparity between their recent growth rates, and can India ever emulate China's meteoric rise?
In the final episode of our net-zero podcast series, head of sustainable investment, Andrew Parry, and global analyst, Laura Sheehan, talk to Matt Goodburn about the steps companies need to take to avoid a climate catastrophe in the future.
In the second of three episodes examining this multi-faceted issue, head of sustainable investment, Andrew Parry, and global analyst, Laura Sheehan, talk to the investment communications team’s Matt Goodburn about the importance of achieving truly global cooperation on reducing carbon emissions, and also reveal their hopes and expectations for the COP26 climate summit in November.
In the first of three episodes examining the multi-faceted issue of tackling climate change, head of sustainable investment Andrew Parry, and global analyst Laura Sheehan, talk to the investment communications team’s Matt Goodburn about our current predicament and the huge challenge that lies ahead.
The sustainable-bond market is growing fast but there are many different sub-sectors to consider. Fixed-income portfolio managers Scott Freedman and Trevor Holder discuss the options and the opportunities with the investment communications team's Matt Goodburn.
How will inflation impact bond markets, and where can you still find value in the sector? Team leader of fixed income Paul Brain and fixed income portfolio manager Trevor Holder discuss their views with the investment communications team's Matt Goodburn.
Comments
Download from Google Play
Download from App Store
United States