Opinion

Newton IM's CEO comments on the importance of responsible investment

The US economy is on its way to experiencing the longest growth cycle in history. The Federal Reserve has raised interest rates eight times since December 2015 in an effort to normalise monetary policy, and this has fuelled the debate about when the cycle...

Household debt has fallen

Value comes from cash flows

Fund tax changes are here to stay and the industry needs to adapt

Brazilian election means less political uncertainty

The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.

Changing company culture

The current industry debate seems to finally be moving on from focusing on active versus passive with investors turning their attention to what is truly active investing and where to find it?

Opportunity set