Our Views

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" >

The euphoria and dizzying price multiples for certain momentum stocks of the past year have led to a lot of “This time it’s different” refrains. You sometimes hear that the “old rules” of valuation no longer apply and, even that, “Stocks only go up.” And yet throughout history, whenever we hear ... Keep Reading "Why this time is not all that different" >

While big tech stocks were last year’s stock market winners, the shares of companies whose fortunes are more tied to the economic cycle, such as industrials, financials and energy have been on the rise of late. As this “sector rotation” continues, we took the opportunity to speak with ... Keep Reading "Advice from a top money manager about staying the course" >

We’ve said it often: last year’s winners are seldom the next year’s winners. In our world of investing, with multiple asset classes to choose from, we’re constantly scanning the environment for opportunities where the return potential is enticing, and the risk profile is acceptable. For 2021, ... Keep Reading "Why REITs may be the comeback story of 2021/22" >

With 2020 now in the rear-view mirror, many investors are wondering about what lies ahead in 2021. If history is any guide, there is seldom a repeat of performance from one year to the next. In this 20 minute video on Risks and Opportunities for 2021, our investment panel of experts highlights ... Keep Reading "Risks and opportunities for 2021" >