Legal disclaimer

Cancel

Continue

The site you are about to enter is intended for Australian wholesale clients only (as that term is defined in section 761G of the Corporations Act 2001 (Cth)) and is not intended for distribution to, nor should it be relied upon by, retail clients. Newton Investment Management Limited (Newton) is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Corporations (Repeal and Transitional) Instrument 2016/396, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Instrument exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia. This information is made available by Newton Investment Management Limited and BNY Mellon Investment Management Australia Ltd (AFSL 227865).

By using this website I also confirm that:
I accept the Terms of Use and I agree to comply with them – View our Important information
I accept the BNY Mellon Privacy Policy and I agree to comply with it – View the BNY Mellon Privacy Policy
I accept and consent to the use of cookies and analytics – View our Cookie Policy

Cancel

Continue

Newton Investment Management

  • Portal login
  • Australia
Australia
  • Our purpose
  • Our clients
  • Strategies
    Back
    • Absolute-return strategies
      Back
      • Global Dynamic Bond
      • Real Return
      • Sustainable Global Dynamic Bond
      • Sustainable Real Return
    • Income strategies
      Back
      • Global Equity Income
      • Sustainable Global Equity Income
    • High-conviction strategies
      Back
      • Concentrated Global Equity
      • Global Emerging Markets Equity
      • Global Equity
    • Sustainable strategies
      Back
      • Sustainable Global Dynamic Bond
      • Sustainable Global Equity Income
      • Sustainable Real Return
    • All strategies
  • Themes
    Back
    • Our thematic investment process
    • Our investment themes
      Back
      • China influence
      • Consumer power
      • Earth matters
      • Financialisation
      • Healthy demand
      • Net effects
      • Population dynamics
      • Smart revolution
      • State intervention
  • Responsible investment
    Back
    • UN Principles for Responsible Investment
    • What is responsible investment?
    • Meet the team
    • Our ESG approach
    • Engagement in practice
    • Voting
    • Our stewardship in action
    • Corporate responsibility
      Back
      • Diversity and inclusion
    • Our heritage
    • How do we hold ourselves to account?
    • What do we offer?
    • Our credentials
  • Insights
    Back
    • Coronavirus
    • The big picture
    • Real return
    • Fixed income
    • Responsible and sustainable
    • Media
  • Blog
    Back
    • Categories
      Back
      • The big picture
      • Real Return
      • Global equities
      • Emerging markets and Asia
      • Fixed income
      • Responsible and sustainable
    • Authors
    • Archives
      Back
      • 2020
      • 2019
  • Contact
    Back
    • Media
    • Careers
Newton Portal
  • Australia
  • Insights

Insights

Insights

A selection of the articles, guides and videos we produce on a regular basis

Insights
Mountain top
Blog

Growing the sustainable pie the right way

Key trends that will help to shape the growth of the sustainable fixed-income market in 2021 and beyond.

Scott Freedman
11 January 2021
Fixed income, Responsible investment, Sustainable
Return of the Cyclicals
Blog

Return of the cyclicals

We discuss the outlook for cyclical stocks.

Paul Markham
17 December 2020
Coronavirus, Global equities, Sector research
2021: better income outcomes?
Blog

2021: better income outcomes?

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

Jon Bell
15 December 2020
Global income, Themes
ESG Cutting through the Jargon - Climate Change
Video

Talk: Cutting through the ESG jargon on climate change – highlights

Hear highlights from a discussion on the importance of understanding the financial risks and opportunities of climate change with Andrew Parry, Newton's head of sustainable investment, and Professor Chris Rapley, Professor of Climate Change at UCL.

15 December 2020
Responsible investment, Sustainable
Sustainable Global Equity Strategy
Blog

Engaging for a greener future

Why engagement is an effective way to support the energy sector’s transition to a lower-carbon future.

Andrew Parry
15 December 2020
Responsible investment, Sector research, Sustainable
Gold, Box, Treasure
Blog

Gold: tailwinds?

We discuss the outlook for the precious metal.

Catherine Doyle
14 December 2020
Macro views, Real Return, Sector research
The importance of thematic investing
Audio

The importance of thematic investing: Part two

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

09 December 2020
Macro views, Themes
Thematic investing
Article

Thematic investing: what it is and how we do it

We explain how we currently use themes in our investment approach.

04 December 2020
Newton philosophy, Sector research
Building, Factory, Refinery
Blog

A turning point for US energy policy?

We consider how Joe Biden’s election win might change the outlook for the energy sector.

Laura Sheehan
27 November 2020
Industry views, Sector research
Fast forward: A journey to the future of investment
Blog

The future today: four key trends shaping the investment landscape

We analyse how the pandemic is shaping key trends affecting the investment landscape today and in the future.

Curt Custard
17 November 2020
Coronavirus, Global equities, Macro views, Real Return, Themes
Fast forward: A journey to the future of investment
Blog

Tomorrow’s world: fast forward to a sustainable future

We examine how the pandemic might pave the way to a more sustainable future.

Newton responsible investment team
16 November 2020
Responsible investment, Sector research, Sustainable, Themes
Audio

The importance of thematic investing: Part one

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

12 November 2020
Macro views, Themes
Blog

Market melt-up?

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

Brendan Mulhern
12 November 2020
Coronavirus, Macro views, Real Return
US election
Blog

Biden: his time

We assess the implications of Joe Biden’s US presidential election victory.

Paul Markham
09 November 2020
Global equities, Macro views
US election
Blog

US election: bond investors shift focus to 2021

We discuss how bond markets have responded to the US election.

Paul Brain
09 November 2020
Fixed income, Macro views
Navigating the debt mountain
Blog

Navigating the debt mountain

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

Trevor Holder
03 November 2020
Coronavirus, Emerging markets & Asia, Fixed income
Energy: Uncertainty and complexity creates opportunity
Blog

Energy: uncertainty and complexity creates opportunity

We discuss the pandemic’s lasting legacy on the energy sector.

Laura Sheehan
02 November 2020
Industry views, Sector research
Responsible investment quarterly report
Article

Responsible investment report – Q3 2020

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

29 October 2020
Responsible investment
Audio

Beyond the pandemic: the bonds perspective: Part II

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

27 October 2020
Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable
Blog

Powering up: Covid-19 and renewables

We assess the main drivers of an increase in renewables within the energy mix during the spring lockdowns.

Tom Atkinson
26 October 2020
Responsible investment, Sustainable, Themes
Investment comment - Oct 2020
Article

Investment comment – October 2020

For much of the quarter, financial markets appeared to have returned to business as usual.

22 October 2020
Macro views
Beyond the pandemic - Podcast
Audio

Beyond the pandemic: the bonds perspective

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

21 October 2020
Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable
Real Return
Article

Investment thoughts from our Real Return team

Our Real Return team considers the investment backdrop.

16 October 2020
Macro views, Real Return

Archive

 

Access all of our views in the following areas:

 

Emerging markets & Asia
Fixed income
Global equities
Global income
Industry views
Macro views
Multi-asset
Newton philosophy
Real Return
Responsible investment
Sector research
Sustainable
UK equities
  • Site map
  • Social media
  • Cookie policy
  • Manage cookies
  • BNY Mellon privacy policy
  • Important information
  • Careers
  • Contact
A BNY Mellon Company

Follow us

Select your location

Investor type

Individual Investors will be redirected to bnymellon.com

This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Class Order 03/1099, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Class Order exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia.

Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.

This material is for Australian wholesale clients only and is not intended for distribution to, nor should it be relied upon by, retail clients. This information has not been prepared to take into account the investment objectives, financial objectives or particular needs of any particular person. Before making an investment decision you should carefully consider, with or without the assistance of a financial adviser, whether such an investment strategy is appropriate in light of your particular investment needs, objectives and financial circumstances.

This information is made available by Newton and BNY Mellon Investment Management Australia Ltd (AFSL 227865). This information is confidential and is only provided to Australian wholesale clients (as that term is defined in section 761G of the Corporations Act 2001 (Cth)). This is not an offering or the solicitation of an offer to purchase an interest in any financial product referred to in this website. This content is for general purposes only and should not be relied upon as financial product advice. This content has been prepared without taking into account the objectives, financial situation or needs of any person. Before making an investment decision an investor should consider the appropriateness of the information in this website having regard to these matters and read the disclosure document relating to a financial product. Investors should also consider obtaining independent advice before making any investment decisions. Investments can go up and down and to the extent that this website contains any past performance information, past performance is not a reliable indicator of the future performance of the relevant investment or any similar investment strategy.

Newton Investment Management Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the UK under UK laws, which differ from Australian laws.