In this Q3 2025 market update, Chief Investment Officer Mark Kinney reflects on the key market themes of the third quarter and provides a look ahead as we approach year-end. You’ll hear how our investment team committed $237 million to new investments, bringing total activity to nearly $500 million for the year, ahead of last year’s pace and highlighting our proactive repositioning in a constantly evolving market. Discipline and active management remain at the core
We are living in interesting times. Geopolitical tensions, tariffs, trade wars, inflation, social unrest, challenges to established institutions and the current multi-week government shutdown in the U.S. are all contributing to the uncertainty and unpredictability for which 2025 is likely to be remembered. However, corporate earnings remain healthy, the AI-technology investment boom marches forward, economic growth has remained steady, and interest rate
In this Q2 2025 market update, Chief Investment Officer Mark Kinney reflects on an eventful quarter — from April’s sharp market sell-off triggered by renewed global trade tensions, to unpredictable trade policy and political instability. You’ll hear how our investment team navigated the volatility with a measured approach, deploying $150 million across both public and private markets, while maintaining the flexibility to seize future opportunities. Mark also discuss
With the next long weekend of summer on the horizon, now’s the perfect time to unwind with something entertaining, insightful, or binge-worthy. Whether you’re soaking up the sun on the deck, enjoying a countryside escape, or sneaking in a podcast on your morning walk, the Newport team has you covered with their favourite audio and screen picks to carry you through the rest of the summer. Smart & Entertaining Podcasts
I’m Kyle Smith, providing an overview of the quarter that was. On April 2nd, any hopes of a second quarter reprieve from trade policy uncertainty and market volatility were dashed. “Liberation Day” in the U.S. quickly knocked 10% off the value of the S&P 500 Index (S&P 500). By the time a “90-day pause” was announced on April 8th, the Index had experienced its 11th worst three-day sell-off since World War II and found itself 21% below mid-February highs. Whi
Long summer days call for great books, especially when a long weekend is on the horizon. Whether it’s curling up on the porch, reading under a tree, or tucking in for a quiet evening, there’s something uniquely satisfying about a good summer read. This year, the Newport team shares a diverse and compelling selection of books — from moving historical fiction and eye-opening memoirs to fantastical escapes and thoughtful reflections. Fiction That Stays
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