Telephone 01260 226 610
Mobile 07429 652 970
Email enquiries@laforum.co.uk

White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Newton Investment Management - Exploring the use of alternative investments: Finding the right alternative (2016)

Alternative investments have historically been an under-researched area of investing in which many traditional investors have not participated, owing primarily to concerns over transparency and liquidity. However, today there is a growing trend towards alternatives as investors search for more reliable sources of returns. Paul Flood, lead manager of the Newton Multi-Asset Income and the Newton Multi-Asset Diversified Return strategies, explores some of the benefits and risks of alternatives, and how they can be used as part of a well-diversified portfolio.

Company: Newton Investment Management
Date added: 14-03-2016
Sector: Alternatives

>> DOWNLOAD WHITE PAPER

Newton Investment Management - The impact of ethical investing on returns, volatility and income

Faith-based investors, charities and institutions are rapidly adopting more ethical investment approaches to their strategies. It goes without saying: ethical investing is now a mainstream issue. There however have been some studies that question the idea of imposing such constraints on an investment portfolio. This paper, by Drs Lucius Li and Chendi Zhang, analyses the impacts of commonly applied ethical frameworks. The authors seek to provide an independent and academic starting point for interested investors.

Company: Newton Investment Management
Date added: 14-03-2016
Sector: Environmental, social and governance (ESG)

>> DOWNLOAD WHITE PAPER

Newton Investment Management - Investment Comment January 2016

Fans of the Beatles were celebrating at the end of 2015 as the iconic band finally made its 13 studio albums available on streaming services such as Spotify and Apple Music. For financial-market participants, meanwhile, there were plenty of twists and shouts during the closing months of the year, not least in relation to monetary policymaking.

Company: Newton Investment Management
Date added: 19-01-2016
Sector: Markets

>> DOWNLOAD WHITE PAPER

Newton Investment Management - Finding true value in your EM investments

In recent months the emerging markets universe has been increasingly characterised by diverging performances at regional, industrial sector and company levels. Against this backdrop, we explain why we believe being active in managing emerging market investments may help you find real value.

Company: Newton Investment Management
Date added: 19-01-2016
Sector: Emerging & Frontier Markets

>> DOWNLOAD WHITE PAPER

Newton Investment Management - Investment themes in practice

Our investment themes are vital in providing a global perspective and helping us identify forces of change. This article looks in detail at how some of our themes influence specific aspects of portfolio construction across our key strategies

Company: Newton Investment Management
Date added: 19-01-2016
Sector: Markets

>> DOWNLOAD WHITE PAPER

Newton Investment Management - Seeking a ‘glass half-full’ approach to bond investing

Bond investors have been focused on whether the Federal Reserve will raise rates. Paul Brain, leader of our fixed income team, considers the implications of an increase and identifies steps investors can take to try to manage risk and avoid being damaged by short-term volatility.

Company: Newton Investment Management
Date added: 19-01-2016
Sector: Developed Market Sovereign Bonds

>> DOWNLOAD WHITE PAPER

Newton Investment Management - Finding the right alternative

Paul Flood explores some of the benefits and risks of alternative investments, and how they can be used as part of a well-diversified portfolio.

Company: Newton Investment Management
Date added: 19-01-2016
Sector: Alternatives

>> DOWNLOAD WHITE PAPER

Newton Investment Management - Equity income investing: Debunking the myths

Nick Clay challenges some of the preconceptions surrounding equity-income investing.

Company: Newton Investment Management
Date added: 19-01-2016
Sector: Global Equities

>> DOWNLOAD WHITE PAPER

Sectors

Company