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Brendan Mulhern

Global strategist, Real Return team

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Spinning on a new inflationary axis
Blog

Spinning on a New Inflationary Axis

We examine the conditions that have led to increasingly high levels of inflation.

June 30, 2022 Brendan Mulhern
A monetary regime change or just a mild bout of inflation?
Blog

Not Another Financial Crisis

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

October 14, 2021 Brendan Mulhern
A monetary regime change or just a mild bout of inflation?
Blog

Inflation: The Only Question That Matters

We unpick the cozy consensus on inflation

August 25, 2021 Brendan Mulhern
Market melt-up?
Blog

Market Melt-Up?

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

November 12, 2020 Brendan Mulhern
Blog

Covid-19: The US Goes Big

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

March 26, 2020 Brendan Mulhern
Blog

Coronavirus: Back from the Brink?

Coronavirus-induced volatility continues to plague markets, but are there some tentative early signs of recovery?

March 9, 2020 Brendan Mulhern
Going viral
Blog

Going Viral

How does the spread of coronavirus affect the global investment outlook?

February 7, 2020 Brendan Mulhern
QE 4 to the rescue? Not quite…
Blog

QE 4 to the Rescue? Not Quite…

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

December 9, 2019 Brendan Mulhern
Blog

The Rise and Rise of ‘MMT’ Economics

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

May 23, 2019 Brendan Mulhern
Blog

Prop-ping up a Powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

April 15, 2019 Brendan Mulhern
Blog

A Year of Two Halves?

With a decade of financial excess now behind us, the risks appear skewed to the downside.

February 11, 2019 Brendan Mulhern
Blog

Downward Momentum

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

December 10, 2018 Brendan Mulhern
Blog

U.S. Decoupling: Can It Last?

Can the U.S. equity market continue its stellar performance into 2019?

October 9, 2018 Brendan Mulhern
Blog

Turkey: the Canary in the Coal Mine?

Are Turkey’s travails a precursor of worse to come for the global financial system as quantitative tightening starts…

September 3, 2018 Brendan Mulhern
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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. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. 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. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved.