Three of Newton’s income portfolio managers share their outlooks on equity income, dividends, and value investing. Are we poised for a change in equity market leadership?

Against a much-changed backdrop compared with the past few years, Paul Flood, head of mixed assets investments at Newton, and Alison El-Araby, portfolio manager, look at the challenges and opportunities facing investors.

Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.

For years loose monetary policy meant companies could spend cash on essentially what they liked. But the return of higher interest rates has changed that, creating an environment in which income stocks shine, says Newton global income portfolio manager Jon Bell.

Newton head of mixed assets investment Paul Flood assesses some of the investment opportunities and themes stemming from this year’s global elections.

In this week's Market Watch, Shamik delves into the likelihood of a recession, but his primary focus is on the market's optimism regarding a soft landing and recession avoidance. Shamik highlights four key reasons for this perspective. Discover these four factors and their global implications. 

Discover how natural income can support your clients' retirement plans, helping them keep more pounds in their pockets with ease. This article was originally published in IFA Magazine and authored by Sue Whitbread.

In this week's Market Watch, Shamik Dhar gives a taster of things to come over the next few weeks, exploring the potential of a soft landing and his views on the outcome for interest rates.

Richard Parkin, Head of UK Retirement at BNY Investments, explains how a structured Natural Income strategy, like BNY’s Multi-Asset Income Fund, provides a modern, reliable solution for retirement income that supports advisers in delivering sustainable, predictable outcomes amid changing client needs and regulatory expectations. This article was originally published in IFA Magazine and authored by Sue Whitbread.

Newton’s Jim Lydotes thinks shareholders have been overlooked by certain companies in recent years, but he says some sectors are leading the way in terms of capital discipline, enabling them to pay dividends.

This year has been characterized by policy uncertainty and fears about the potential impact of tariffs on inflation. While many expected the consumer would crack amid weaker sentiment, it hasn’t happened yet. Retail sales remain resilient, supported by a job market that remains good enough to support spending.

It is an important week for the UK with both inflation rates and the Bank of England policy decision coming out on Thursday. In this week’s Market Watch Shamik covers gilt yields, interest rate levels, mortgage rates and the possible repercussions these may have on the economy.

After years of outperformance, the U.S. underperformed other regions during the first quarter. While the debate over whether U.S. exceptionalism can persist continues, the U.S. has resumed its leadership since mid-April - led by the technology sector.

Walter Scott client investment manager Murdo MacLean outlines how disruption is part and parcel of investing. Not every theme is investable today, however he sees attractive opportunities in companies with long-term horizons that can weather, and indeed benefit from, disruptive forces.

By no measure are we seeing a booming job market, but we are also not seeing a deteriorating one. In fact, current labor metrics lead us to conclude that the job market remains “good enough” to support our economic growth expectations for the year.

Higher interest rates are here to stay but that is not necessarily a bad thing, according to BNY Mellon Investment Management chief economist Shamik Dhar. In fact, investors should embrace resulting volatility as it is likely to create asset allocation opportunities, he says.

George Dent reflects on markets of the past five years and the impact this has had on Walter Scott clients, and outlines their intentions and strategies for the future…

Following the fastest, most aggressive rate hikes seen in a generation, Real Return manager Andy Warwick believes we’re in for a decade of price instability, heightened geopolitical risks and volatility. But investment opportunities remain.