Our Views

After two years of elevated gains, equity markets reversed and suffered a significant sell off in 2022. The bond market did not fare any better. Rising inflation required a year of interest rate hikes, resulting in one of the worst years ever for bonds. As a result, 2022 lags only two Great ... Keep Reading "Q4 2022 – The Quarter That Was" >

As we look back at the markets in the last quarter, there are signs we’re in a transition. Inflation appears to be trending the right way, while interest rate hikes may be stabilizing. While we can’t predict what will happen next, having a diversified portfolio of public and private investments ... Keep Reading "Q4 2022 Quarterly Investment Update" >

As investors grapple with the right strategy to protect themselves in volatile markets, the typical 60/40 portfolio has taken a beating. Newport’s view is that a diversification strategy is the best approach, no matter the markets conditions. Read on to see our take on the quarter that was, ... Keep Reading "Q3 2022 – The Quarter That Was" >

The twists and turns of the past three months have wreaked havoc on traditional 60/40 portfolios. That’s different than what Newport clients experienced. They benefited from our diversified platform of public and private investments. In this Q3 video update, Newport’s Chief Investment Officer, ... Keep Reading "Q3 2022 Quarterly Investment Update" >

While markets have changed dramatically, our portfolio approach has not. In this Q2 video update, Newport’s Chief Investment Officer, Mark Kinney, shares how Newport positions our clients’ portfolios to weather market turbulence effectively, while protecting assets and generating income. Mark ... Keep Reading "Q2 2022 Quarterly Investment Update" >

We’re pleased to share our First Quarter investment update with Newport’s Chief Investment Officer Mark Kinney. Watch as Mark describes how Newport safeguards our clients’ assets and generates income in the face of extreme market volatility and geopolitical upheaval. Mark highlights our ... Keep Reading "Q1 2022 Quarterly Investment Update" >

In this Fourth Quarter Investment Update, Newport’s Chief Investment Officer Mark Kinney shares how we’ve positioned our mandates to protect capital, while continuing to generate cash flow and returns. Mark reviews our strong fourth quarter results, which caps off a year of excellent ... Keep Reading "Q4 Quarterly Investment Update" >

In this Third Quarter Investment Update, Newport’s Chief Investment Officer Mark Kinney shares how we’ve positioned our mandates to protect capital, while continuing to generate cash flow and returns. Mark describes how our third quarter of strong performance is the result of three principles: ... Keep Reading "Q3 Quarterly Investment Update" >

In this Second Quarter Investment Update, Newport’s Chief Investment Officer Mark Kinney shares how we’ve positioned our mandates to protect capital, while continuing to generate cash flow and returns. Against a backdrop of continued market volatility and the slow reopening of the economy, ... Keep Reading "Q2 Quarterly Investment Update" >

In this First Quarter Investment Update, Newport’s Chief Investment Officer Mark Kinney reviews our performance, the portfolio changes we implemented and how our strategy and patience have been rewarded thus far. Listen as Mark highlights some the new investments we made in the quarter and the ... Keep Reading "Q1 Quarterly Investment Update" >