Newport’s Mid-Quarter Update

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 inflation, interest rates, and the economic outlook for 2025. Mark also recaps Newport’s investment activity from Q3 and how the decisions Newport’s Investment Committee made ensures the balances between protection and opportunity to create diversified portfolios that generate cash flow for today and stability for the future.

Newport is well-positioned to manage the challenges of a changing economy through our diversified approach, which extends beyond the conventional stock-and-bond portfolios seen elsewhere. Thoughtful capital allocation remains central to safeguarding wealth while achieving attractive returns with balanced risk.

If your portfolio is not benefiting from broad asset class exposure and a pragmatic and strategic approach to protecting your wealth, we invite you to get in touch. We would be happy to arrange a call or video conference with a member of our wealth management team to learn more about Newport’s approach.