Investment approaches
global multi-asset income
A fully flexible multi-asset strategy, aiming to source the best income-producing opportunities across asset classes and the capital structure
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Flexible, global approach, allowing us to invest without any sector, country or asset class constraints -
Focus on income sustainability, with an eye to capital growth -
Stable monthly income payments
This strategy is offered by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.
Our philosophy and process
- A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities. Material ESG risks, opportunities and issues are considered as part of the investment research process.
- The strategy invests in a diversified range of assets, from equities and bonds to alternative assets. Income is set at portfolio level, allowing the manager to determine where best to achieve income and where to seek capital growth.
Every time we consider a security or look at an industry or country, it’s in the context of what’s happening across the world. We believe the investment landscape is shaped over the long term by some key trends, and we use a range of global investment themes to capture these.
China influence
The influence of China on the world has grown exponentially but its economy looks increasingly risky. ‘China influence’ looks at how the country’s development affects the investment outlook beyond its borders.1
1 Compared to more established economies, the value of investments in emerging markets may be subject to greater volatility owing to differences in generally accepted accounting principles or from economic or political instability or less developed market practices.
State intervention
Authorities have engaged in ever-greater policy intervention and regulation to shore up economic growth. We believe ‘state intervention’ has increased misallocation of capital, caused volatility in markets and inflated asset prices – and we think that calls for a stock-specific approach.
Financialization
Cheap money has caused rapid growth in a sector already supported by deregulation. ‘Financialization’ investigates the implications of finance dominating economic activity, instead of serving it.
Consumer power
Technological advances are increasingly shifting the power to consumers in the marketplace. With the ability to compare prices and products independently now in the hands of the consumer, businesses must adapt to a changing commerce landscape, as their customers seek out better experiences, authenticity and value. Our ‘consumer power’ theme addresses these trends.
Investment team
Our Global Multi-Asset Income strategy is managed by an experienced team. Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 23
- years’ average investment experience
- 19
- years’ average time at Newton
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Paul Flood
Head of mixed assets investment
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Jon Bell
Portfolio manager, global equity income
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Tim Lucas
Portfolio manager, UK Equities team
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Robert Hay
Portfolio manager, global equity income
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Zoe Kan
Portfolio manager, emerging and Asian equity income
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Nick Pope
Portfolio manager, sustainable equity strategies
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John C Bailer
Deputy head of equity income, portfolio manager
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Brian Ferguson
Portfolio manager, equity income team
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Peter D Goslin
Portfolio manager, equity income team
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Keith Howell Jr.
Portfolio manager, equity income team
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Adam Logan
Portfolio manager, equity income team
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James A Lydotes
Deputy chief investment officer, equity
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.
ESG analysis may vary depending on the type of security, investment rationale and investment strategy. Newton does not currently view certain types of investments as presenting ESG risks, opportunities and/or issues, and believes it is not practicable to evaluate such risks, opportunities and/or issues for certain other investments. In addition, Newton will make investment decisions that are not based solely on ESG considerations. In some cases, therefore, Newton may conclude that other attributes of an investment outweigh ESG considerations when making investment decisions.