Our Views

Everything together all at once 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 ... 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" >

Optimism about potential interest rate cuts in 2024 fueled fourth quarter rallies in both equities and bonds. This resulted in the yield on the 10-year U.S. Treasury falling from 5.05% in October to 3.88% by year end and it sparked an equity market rebound that finally included more than just ... Keep Reading "Q4 2023 – The Quarter That Was" >

In our Q3 2023 video update, Newport’s Chief Investment Officer Mark Kinney highlights how we position our portfolios, remaining patient in challenging markets. Our strategy prioritizes financial well-being, focusing on income, growth, and diversification for our clients. We meticulously ... Keep Reading "Q3 2023 Quarterly Investment Update" >

It’s the goal of every investor to ensure they have the best possible investment strategies tailored to their financial goals. But navigating the complex world of investments can be daunting. Newport works with clients to identify opportunities that offer superior benefits. In this blog post, ... Keep Reading "The Investors’ Dilemma: Bonds vs. GICs" >