Our Views

If the second quarter seemed eerily familiar, that’s because many themes continued from Q1. While inflation appeared to be levelling off, central banks are still increasing rates to combat rising prices. This is a balancing act. Higher rates increase the cost of borrowing, but higher prices ... Keep Reading "Q2 2023 – The Quarter That Was" >

There are times when an investor’s patience is tested, especially in the short term. This may well be one of those times. We are in a different investment environment today than we’ve had for the past 40 years. In the short term it can be uncomfortable. Portfolio returns may underperform ... Keep Reading "Q2 2023 Quarterly Investment Update" >

After a challenging 2022, equity markets enjoyed a relief rally in January. The Standard & Poor’s 500 Index (S&P 500) finished the month with a gain of just over 6%, as investors were optimistic that declining inflation signalled a potential end to interest rates hikes. Sentiment ... Keep Reading "Q1 2023 – The Quarter That Was" >

From the unforeseen bank collapses in the U.S. and Europe to public equity swings, it’s been another quarter for the record books. In our Q1 2023 video update, Newport’s Chief Investment Officer, Mark Kinney, talks about how Newport performed in the face of the abrupt shifts in market ... Keep Reading "Q1 2023 Quarterly Investment Update" >

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" >