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Newton Portal
UK Institutional Insights

Paul Flood

Head of Mixed Assets Investment

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Video

Mixed assets outlook Q2 2024

Paul Flood explains the three main factors that are top of mind for multi-asset investors in 2024.

11 April 2024 Paul Flood
Blog

Recharging the EV trade

We discuss why we believe the electric-vehicle (EV) trade is set for a boost.

20 March 2024 Paul Flood
COVID-19: UK bond market impact
Blog

Investment trusts: Good but could do better?

The role of investment trusts in portfolios, and how we engage to help improve alignment with their shareholders.

03 January 2024 Anchit Sharma, Paul Flood
Revisiting bonds for multi-asset
Blog

Revisiting bonds for multi-asset

We explain why bonds are now occupying a bigger slice of our mixed-asset portfolios.

08 September 2023 Paul Flood
Blog

From oil to batteries

We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.

21 July 2023 Paul Flood
Blog

Thematic research in a multi-asset context

What are the key structural trends currently helping to guide idea generation in our mixed-asset portfolios?

13 July 2023 Paul Flood
Blog

Re-evaluating the 60/40 portfolio

Can bonds once again play a bigger role as part of a well-diversified portfolio?

11 November 2022 Paul Flood
Considering alternatives
Blog

Considering alternatives

We believe alternatives look attractive for income-oriented strategies as the fixed-income rout continues.

26 May 2022 Paul Flood
Is music streaming an industry friend or foe?
Blog

Is music streaming an industry friend or foe?

We assess the evolving market landscape of the music streaming industry.

01 December 2021 Paul Flood
What’s behind the current energy crisis?
Blog

What’s behind the current energy crisis?

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

19 October 2021 Paul Flood
Blog

A liquid alternative

We consider the role of liquid real assets in a diversified portfolio.

25 July 2019 Paul Flood
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This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.