Investment Matters
Newton Investment Management
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Finding investment decisions tough in an ever-changing world? Listen to experts from Newton Investment Management try to cut out the near-term noise to bring clarity to the burning issues of the day.
Available episodes
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Apr 17, 2023
How is deglobalisation reshaping the investment landscape?
Listen to senior investment analyst Monty Kori and head of fixed income Paul Brain talk to multimedia editor Matthew Goodburn about how the theme of deglobalisation is reshaping our understanding of the investment backdrop.
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Mar 21, 2023
Investigative research: how we do it and why it matters
Investigative research analyst Elizabeth McManus talks to the investment communications team’s Matthew Goodburn about the role of the investigative research team, and why its work is important within Newton’s investment process.
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Jan 26, 2023
Defining our approach to thematic investing
Thematic strategist Brian Blongastainer talks to the investment communications team's Matthew Goodburn about the key role that themes play within Newton's multidimensional research.
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Oct 17, 2022
How can a different approach to equity investment address the new market regime?
The investment communications team’s Matt Goodburn talks to global investment strategist Andrea Fisher about why we believe active equity strategies are better placed than their passive peers to take advantage of opportunities arising from a dramatically different market environment.
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Jul 29, 2022
How is Newton Aiming to Reach Net-Zero Carbon Emissions?
Global head of sustainable investment Therese Niklasson explains to the investment communications team’s Matthew Goodburn why Newton has chosen the Science Based Targets initiative in the drive to achieve net-zero carbon emissions.
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Jun 22, 2022
Why now for US small and mid-cap investments?
Equity Chief Investment Officer John Porter explains to the investment communications team’s Matthew Goodburn why he remains optimistic about selective parts of the US small and mid-cap sector.
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May 19, 2022
Russia, China and the new world order.
The investment communications team’s Matthew Goodburn asks senior geopolitical strategist Richard Bullock how the Ukraine conflict is changing the dynamics of China and Russia’s relationship and what the implications could be for international relations and investment markets.
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Jan 4, 2022
China and India: taking a sustainable approach
The investment communications team’s Matthew Goodburn asks portfolio manager Ian Smith and global strategist Richard Bullock about the importance of thematic and sustainability considerations when investing in emerging markets.
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Dec 13, 2021
Emerging giants: Can India emulate China's recent growth?
China and India are the biggest engines of emerging-market growth, but why is there such a disparity between their recent growth rates, and can India ever emulate China's meteoric rise?
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Sep 7, 2021
How will we get to net zero? Part III
In the final episode of our net-zero podcast series, head of sustainable investment, Andrew Parry, and global analyst, Laura Sheehan, talk to Matt Goodburn about the steps companies need to take to avoid a climate catastrophe in the future.
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Aug 3, 2021
How will we get to net zero? Part II
In the second of three episodes examining this multi-faceted issue, head of sustainable investment, Andrew Parry, and global analyst, Laura Sheehan, talk to the investment communications team’s Matt Goodburn about the importance of achieving truly global cooperation on reducing carbon emissions, and also reveal their hopes and expectations for the COP26 climate summit in November.
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Jul 16, 2021
How will we get to net zero? Part I
In the first of three episodes examining the multi-faceted issue of tackling climate change, head of sustainable investment Andrew Parry, and global analyst Laura Sheehan, talk to the investment communications team’s Matt Goodburn about our current predicament and the huge challenge that lies ahead.
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Apr 21, 2021
Bonds: Spotlight on sustainable fixed income
The sustainable-bond market is growing fast but there are many different sub-sectors to consider. Fixed-income portfolio managers Scott Freedman and Trevor Holder discuss the options and the opportunities with the investment communications team's Matt Goodburn.
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Apr 7, 2021
Bonds: tackling inflation and finding value in fixed-income markets
How will inflation impact bond markets, and where can you still find value in the sector? Team leader of fixed income Paul Brain and fixed income portfolio manager Trevor Holder discuss their views with the investment communications team's Matt Goodburn.
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Dec 9, 2020
The importance of thematic investing: Part II
In the second part of our podcast on thematic investing, the investment communications team's Matt Goodburn speaks to chief investment officer Curt Custard, global consumer analyst Maria Toneva, and global thematic analyst Ed Geall about the healthy demand investment theme and how to evidence success in thematic investing.
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Nov 12, 2020
The importance of thematic investing: Part I
In the fifth episode of our podcast, the investment communication team's Matt Goodburn discusses the importance of thematic investing with chief investment officer Curt Custard, global consumer analyst Maria Toneva, and global thematic analyst Ed Geall.
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Oct 27, 2020
Beyond the pandemic: the bonds perspective: Part II
In the fourth episode of our podcast, the investment communications team’s Matt Goodburn speaks to Paul Brain, team leader of the fixed-income team, Trevor Holder, portfolio manager in the fixed-income team, and Brendan Mulhern, global strategist for the Real Return team.
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Oct 20, 2020
Beyond the pandemic: the bonds perspective: Part I
In the third episode of our podcast, the investment communications team’s Matt Goodburn speaks to Paul Brain, team leader of the fixed-income team, Trevor Holder, portfolio manager in the fixed-income team, and Brendan Mulhern, global strategist for the Real Return team.
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Jul 27, 2020
Looking through the pandemic: Part II
In the second episode of our podcast examining the impact of the global pandemic, the investment communications team's Matt Goodburn speaks to Andrew Parry, head of sustainable investment, Curt Custard, chief investment officer and Suzanne Hutchins, team leader of the Real Return team.
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Jun 23, 2020
Looking through the pandemic: Part I
In the first episode in a new series of podcasts, the investment communications team's Matt Goodburn speaks to Suzanne Hutchins, team leader of the Real Return team, Curt Custard, chief investment officer, and Andrew Parry, head of sustainable investment.
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