Ideas and knowledge to inspire your investments thinking
Innovation and tech on the menu for the food industry
What’s on the food industry menu for 2023? A focus on innovation and technology could help drive food sector returns this year says Newton’s Karen Miki Behr.
Old economy comeback
Out with the new, in with the old. It’s not quite as catchy that way round but it provides a pretty succinct summary of today’s investment landscape. Find out which industry has excited Newton portfolio manager John Bailer.
Salary vs inflation: Can we keep up?
Wage growth has picked up in a number of countries, but is it keeping pace with inflation and productivity? Here is what the data says.
Eye of the storm?
After what proved to be something of a perfect storm for the asset class last year, what does 2023 have in store for credit? Insight Investment’s Adam Whiteley explains why credit could be poised for a comeback.
The power of infrastructure
Energy and old age may help fuel the fight against inflation. Newton’s Jim Lydotes says such long-term trends may be key opportunities in infrastructure investment in 2023.
Is there hope for the market in 2023?
After 2022’s financial market performance, one would be forgiven for thinking “2023 can’t be worse?” Read more to find out Shamik’s outlook
Emerging markets, China and the road to net zero
In order to meet net zero targets, around a quarter of all global green investment will need to take place in China. Learn why in this week’s MarketEye.
Housing under pressure
Will the growing deterioration of the US housing market hinder the Fed’s attempts to engineer a soft landing for the US economy?
A winter of discontent?
Energy and commodity prices are soaring in Europe and the supply of fuel is presenting fears of rationing.
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