In our latest quarterly update, Chief Investment Officer Mark Kinney discusses a quarter marked by rising bond yields, persistent inflation concerns, and narrow equity market leadership, with gains concentrated among a small number of large technology companies.
During the quarter, Newport committed approximately $65 million across public and private market opportunities, bringing total 2026 commitments to nearly $450 million. New investments included Canadian equities, private equity, private lending, and fixed income strategies that are benefiting from higher yields.
Looking ahead, Newport remains focused on identifying attractive long-term opportunities while managing risk and deploying capital selectively.
If your portfolio is not benefiting from broad asset class exposure and a pragmatic and strategic approach to protecting your wealth, we invite you to get in touch. We would be happy to arrange a call or video conference with a member of our wealth management team to learn more about Newport’s approach.
