Patrick Newens
Director, Portfolio Manager, Global Small Cap
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Patrick Newens
Director, Portfolio Manager, Global Small Cap
Patrick Newens is a Director and Portfolio Manager in the Global Small Cap Equity team. Patrick joined the firm in 2004 as a member of the Strategy team. Prior to this, Patrick worked as a consultant with Deloitte, specialising in Capital Markets. Patrick graduated from the University of Nottingham in 2001 with a BA (Hons) in Economics. He holds the IMC qualification and is a CFA charterholder.
At the start of 2019, investors were nervous and confidence was fragile. But a few days later came the dramatic pivot by the US Federal Reserve.
In the second quarter, Avengers: Infinity War became the fastest film to gross a billion dollars.
Tariffs generate plenty of headlines but we expect their impact to be modest and good sense to prevail.
In a rapidly changing world, so-called ‘intangibles’ are playing an increasingly important role for investors.
The world economy continues to perform well and inflation is not a threat.
Our core view is that the global economic recovery has further to run even though...
Growth in Europe has been disappointing. This time last year, the economy looked like it was booming...
Intangibles may have extended the economic upswing but they haven’t abolished recessions.
This time last year we were enjoying a positive background for markets with synchronised global growth and a surge in profit expectations. Today the mood is very different. Growth has slowed, markets ended 2018 on a sour note and fears of recession are widespread.
Globally, economic growth remains in good shape but it is worth noting that whilst the rate of expansion increased in 2017 (after four years of disappointment) there has been some tempering of expectations this year.
Our core view is that the global economic recovery has further to run even though...
Growth in Europe has been disappointing. This time last year, the economy looked like it was booming...