Our Views

In this Fourth Quarter Investment Update, Newport Chief Investment Officer, Mark Kinney reviews the performance drivers of 2020 and the portfolio changes we’ve implemented for 2021. Last year’s winners are seldom next year’s winners. Listen as Mark describes the asset classes and strategies ... Keep Reading "Q4 Quarterly Investment Update" >

No one could have predicted the kind of year that 2020 would turn out to be. As the coronavirus pandemic took hold in March, it upended lives, economies, social structures and political systems. But even as we mourn lives lost, companies that collapsed and consequences for our daily lives, we ... Keep Reading "Investing takeaways from an unforgettable 2020" >

In this Third Quarter Investment Update, Newport Chief Investment Officer, Mark Kinney talks about the three macro themes shaping our investment strategy and asset mix right now – and where we’re still finding pockets of value. If your portfolio needs some fresh thinking, please feel free ... Keep Reading "Is there still value in markets today?" >

After the health and safety of their loved ones, sustained financial well-being is probably the most pressing concern for many people. Investors are taking a closer look at the state of their portfolios, analyzing performance and wondering about their future financial prospects during this ... Keep Reading "Adjusting your portfolio amidst the COVID-19 crisis" >

“The only thing we have to fear is fear itself.” – Franklin Delano Roosevelt At the time the former U.S. president made that historic pronouncement—in 1933 at the height of the Great Depression—markets had crashed. Scores of investors had been wiped out. Unemployment was skyrocketing. ... Keep Reading "Managing fear in a market crisis" >

We published our first post on February 27th in response to the spread of the coronavirus and its impact on the economy and financial markets. Broadly speaking, our view has not changed since the writing of that note. Financial markets have kept up their pattern of indiscriminate selling – ... Keep Reading "Seeking opportunity in the sell-off" >

With the COVID-19 coronavirus outbreak stoking global anxiety and causing concern across financial markets, investors the world over have been shaken as the crisis escalates. Candidly, there is much about COVID-19 we don’t yet know. How far and how fast will it spread? What is the mortality ... Keep Reading "Coronavirus: a market and portfolio update" >

How will your portfolio perform in a market decline? It’s a question that is likely on the minds of many investors given the see-sawing in public equity markets of late. In this post, we explain the concept of “drawdowns” – what they are, the consequences for investors and how to minimize their ... Keep Reading "Protecting wealth by limiting “drawdowns”" >

Negative bond yields may not be exactly top of mind amidst your summer vacation plans and family time. And thank goodness for that! But negative bond yields are a source of preoccupation within the world of finance. They’re making news headlines and since we’ve had a couple of questions about ... Keep Reading "Making (no) sense of negative bond yields" >

Our Investment Committee met earlier this week with Luxembourg-based global equity managers, Klaus Petersen and Jens Hansen who run the ValueInvest Global Strategy, which makes up approximately 30% of our Newport Global Equity Fund. Here are some highlights from our discussion – and some good ... Keep Reading "How a global equity manager finds value in an expensive market" >