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

The last three months provided three years’ worth of news, and judging by early April, it looks like this pace will continue. Tariff policy and the impacts on the global economy and financial markets have been shifting rapidly, sometimes on a weekly or even daily basis. Given the current speed of information, this note could be stale before you even have a chance to hear it. We apologize for that in advance. We realize that a less predictable world can feel stressfu

In this fourth quarter review, Newport’s Chief Investment Officer, Mark Kinney examines the key market forces that shaped the final months of 2024 and what they mean for the year ahead. Amidst continued volatility, all Newport mandates

A healthy economy, declining interest rates, easing inflation, and strong corporate earnings powered major U.S. indices higher in the fourth quarter of 2024. Canadian equity markets also delivered impressive returns, driven by a robust energy sector

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

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, we shed light on one such opportunity—the advantages of investing in fixed income assets (bonds) compared to Guaranteed Investment Certificates (GICs). We explo