Our Views

In this fourth quarter review, Newport’s Chief Investment Officer, Mark Kinney examines the key market forces that shaped the final months of 2024 and what they mean for the year ahead. Amidst continued volatility, all Newport mandates exceeded target ranges for the third time in six years. ... Keep Reading "Q4 2024 Recap & 2025 Economic Outlook" >

A healthy economy, declining interest rates, easing inflation, and strong corporate earnings powered major U.S. indices higher in the fourth quarter of 2024. Canadian equity markets also delivered impressive returns, driven by a robust energy sector supported by rising oil prices and lower ... Keep Reading "Q4 2024 – The Quarter That Was" >

In this mid-quarter review, featuring insights on the third quarter from Newport’s Chief Investment Officer, Mark Kinney. Mark discusses the market impacts from the recent U.S. election, and how the anticipated spending and tariff agenda from the incoming Trump administration might affect ... Keep Reading "Newport’s Mid-Quarter Update" >

In the third quarter, news flow, economic data and investor sentiment changed on a weekly, or in some cases, on a daily basis. Public markets moved in both directions, and the frenetic environment highlighted the importance of being able to decipher real signals from noise. Concerns over a ... Keep Reading "Q3 2024 – The Quarter That Was" >

With the U.S. presidential election just one week away and dominating headlines, it’s natural to feel uncertainty about what lies ahead. However, it’s important to focus on the bigger picture. History shows that while elections can cause short-term market fluctuations, long-term ... Keep Reading "Why Long Term Strategy Matters Through Election Cycles" >

Our latest video recaps Newport’s Q2 performance and our outlook for navigating the challenges ahead, featuring Mark Kinney, Newport’s Chief Investment Officer. The second quarter of 2024 brought significant uncertainty, with interest rate cuts under close watch and equity gains relying heavily ... Keep Reading "Q2 2024 Review & Economic Outlook" >

Will they, or won’t they? Would central bankers play nice and cut interest rates? This was the million-dollar question, and ever-changing shifts in sentiment resulted in a volatile second quarter for public markets. Hopes for a policy pivot in the U.S. were put on hold in April with the lack of ... Keep Reading "Q2 2024 – The Quarter That Was" >

With the increasing reliance on the convenience of online transactions for everything from shopping and groceries to banking and investing, many individuals are also seeking investment advice online. Unfortunately, this approach can result in misinformation, poor financial decisions, and ... Keep Reading "Safeguarding Your Wealth: Protect Yourself Against Investment Scams" >

In Newport’s Q1 2024 update video and economic outlook, Newport’s Chief Investment Officer, Mark Kinney, highlights Newport’s investment approach, results from the most recent quarter and timely insights on the current environment. All five of Newport’s mandates achieved positive returns ... Keep Reading "Q1 2024 Review & Economic Outlook" >

In our latest Investment Update, featuring insights on the fourth quarter from Newport’s Chief Investment Officer, Mark Kinney. Mark discusses the actions we took in the quarter to continue to protect assets amidst market highs and lows. He also shares a perspective on how 2024 is ... Keep Reading "Q4 2023 Review & Economic Outlook" >