Broaden your mind, narrow your search

What does 2022 hold in store for markets?

Investment managers and analysts must take account of a range of potential threats and opportunities facing global markets in 2022. Here the Walter Scott Research Team looks at the challenges future earnings growth and interest rate movements may pose in 2022.

Read More

What issues does mobility face in 2022?

Investment managers and analysts must take account of a range of potential threats and opportunities facing global markets in 2022. Here, George Saffaye, global investment strategist at Newton Investment Management, outlines his biggest concern for the year ahead.

Read More

Is the bond bear market here to stay?

Investment managers and analysts must take account of a range of potential threats and opportunities facing global markets in 2022. Here Paul Brain, head of fixed income at Newton Investment Management outlines his thoughts on the prospects facing global fixed income markets in the year ahead.

Read More

What does 2022 hold in store for Blockchain?

Investment managers and analysts must take account of a range of potential threats and opportunities facing global markets in 2022. Here Justin Sumner, lead research analyst at Newton Investment Management outlines his thoughts on the prospects facing the global Blockchain market in the year ahead.

Read More

Bond markets and the road to net zero

Investment managers and analysts must take account of a range of potential threats and opportunities facing global markets in 2022. Here Scott Freedman, portfolio manager at Newton Investment Management, outlines his thoughts on the prospects facing global fixed income markets as we transition to a low carbon economy.

Read More

Could rising rates undermine market momentum?

Investment managers and analysts must take account of a range of potential threats and opportunities facing global markets in 2022. Here, Paul Flood, portfolio manager at Newton Investment Management, outlines his biggest concern for the year ahead.

Read More

Peering Beyond the Thanksgiving Taper

The U.S. economy has recovered strongly, but adverse side-effects are becoming visible with a larger, and more persistent run-up in inflation. Risk assets, and, in particular, U.S. equities, should continue holding up reasonably well, especially cyclical and value-tilted names.

Read More

Turbulence ahead for fixed income

Bond markets may face a period of short-term uncertainty but could prove critical to the implementation of wider environmental, social and governance (ESG) initiatives across the globe, according to Newton head of fixed income Paul Brain and analyst and portfolio manager Scott Freedman.

Read More