Newton Investment Management
Thematic, multi-asset and fixed income insights from Newton Investment Management.
United Kingdom2 articlesLast published 10 Jun 2025
Multi-AssetEquitiesFixed Income
Research
Newton Investment ManagementAlternatives
Capitalizing on Infrastructure: Public Markets Versus Private Equity | BNY
Newton Investment Management (BNY) argues that listed infrastructure now offers a compelling alternative to private infrastructure, citing a 30% valuation discount of public versus private assets at end-2023 - the widest gap since 2011 - alongside comparable 10-year risk/return profiles. The piece contends that elevated private market multiples, record dry powder, declining deal activity, and higher financing costs make the current environment opportune for reallocating from unlisted to listed infrastructure.
10 Jun 2025
Newton Investment ManagementEquities
Global Equity: Is US Exceptionalism Over? | BNY
Newton Investment Management (BNY) argues that US equity outperformance is normalizing rather than ending, with Europe taking the lead early in 2025, and maintains an overweight in European-listed companies with global exposure. The piece outlines sector views across consumer, industrials, AI/tech, and healthcare, while noting select opportunities arising from tariff-driven market dislocations.
10 Jun 2025