Our Views

Risks and opportunities for 2021

 

 

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 some of the themes they are following. Newport Chief Investment Officer, Mark Kinney provides an overview of Newport’s positioning heading into 2021. And two of Newport’s independent specialist managers, Achilleas Taxildaris of Bristol Gate Capital Partners and Richard Jacobson of Golub Capital discuss the opportunities they see in their respective asset classes: high-growth dividend equities and private debt.