Credit crisis leads Newton to overhaul investment themes

Newton has introduced four further investment themes across its fund range as a result of the longer...

Newton has introduced four further investment themes across its fund range as a result of the longer-term implications of the credit crisis. Iain Stewart, director of global funds at the group, said the All Change, Construction/Reconstruction, Uneconomic Growth and More Government themes have come in following changes in the contours of global financial and asset markets. Becalmed and Debt & Credit have dropped out of the list, and the four additions bring the number of themes in play across the range to 15. "All Change formalises our conviction that the crisis in the credit market ma...