Our Views

  • 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 >
  • 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 >
  • 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 >
  •     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 ... Keep Reading >
  •     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 ... Keep Reading >
  • 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 >
  • 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 >
  •     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 ... Keep Reading >
  • “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 >
  • 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 >