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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).

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Newton Investment Management

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Insights

Insights

A selection of the blog posts, articles, videos and podcasts we produce on a regular basis.

Insights
No longer glittering
Blog

No longer glittering?

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

Catherine Doyle
09 April 2021
Multi-asset, Real Return, Sector research
Rust, Hat, Clothing
Blog

Inflationary fears overdone?

We assess the near and mid-term implications of central-bank and government policy for bond markets.

Paul Brain
07 April 2021
Fixed income, Macro views, Sector research
Investment Matters - Podcast
Audio

Bonds: tackling inflation and finding value in fixed-income markets

Bond markets have endured a tough year. We discuss the inflation threat and where to find best value.

07 April 2021
Fixed income, Macro views
UK equities: why bond yields matter
Blog

UK equities: why bond yields matter

We assess the impact of rising bond yields on the UK equity market.

Louise Kernohan
23 March 2021
Themes, UK equities
Diversity engagement and voting policy
Blog

Responsible investing: the diversity dividend

Rebecca White discusses how we engage with companies on diversity and inclusion.

Rebecca White
19 March 2021
Responsible investment
Investment Matters podcast
Audio

Equity income: the academic evidence supporting the sector

We look at recent academic work that underpins the effectiveness of global equity-income investing.

18 March 2021
Global equities, Global income, Macro views, Sector research
Fixed-income solutions for a challenging market backdrop
Article

Fixed-income solutions for a challenging investment backdrop

Finding fixed-income solutions in a yield-hungry world.

17 March 2021
Fixed income, Macro views, Sustainable
Global Dynamic Bond: managing climate opportunities and risks
Article

Global Dynamic Bond: managing climate opportunities and risks

How we consider climate change in the Global Dynamic Bond and Sustainable Global Dynamic Bond strategies.

16 March 2021
Fixed income, Sustainable
Looking
Article

Finding opportunities in a world of vanishing interest rates

How a multi-asset credit approach could help superannuation funds seeking better yields and diversification.

05 March 2021
Fixed income
Blog

Turnover is vanity, profit is sanity, but cash is reality

Making the case for revisiting companies’ cash flow statements.

Jeremy Stuber
25 February 2021
Industry views, Sector research
Exploring sustainable innovation with Iceland
Article

Influencing sustainable innovation at Iceland

Our fixed income team engaged with the retailer to discuss palm oil, greenwashing and more.

19 February 2021
Fixed income, Responsible investment, Sustainable
Why now for equity income investing?
Audio

Why now for equity income investing?

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.

16 February 2021
Global income, Macro views, Themes
Vegetation, Plant, Rainforest
Blog

UK equities: a rocky road to recovery?

We discuss the outlook for UK equities.

Louise Kernohan
08 February 2021
Themes, UK equities
Bitcoin
Blog

Bitcoin – fool’s gold or digital Mecca?

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

Catherine Doyle
03 February 2021
Multi-asset, Real Return, Sector research
Is the stage set for inflation?
Blog

Is the stage set for inflation?

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

Aron Pataki
01 February 2021
Coronavirus, Macro views, Real Return
Avoiding turbulence
Article

Avoiding turbulence

We discuss the results of our ESG review of Ryanair and engagement with the company.

29 January 2021
Responsible investment
Responsible investment quarterly report
Article

Responsible investment report – Q4 2020

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

20 January 2021
Responsible investment
Investment comment - January 2021
Article

Investment comment – January 2021

While Covid-19 meant that new-year fireworks celebrations were scaled back, markets saw some pyrotechnics during 2020’s final quarter.

19 January 2021
Macro views
State of play
Blog

State of play

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

Matt Brown
18 January 2021
Macro views, Real Return, Themes
Growing the sustainable pie the right way
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

Highlights from a discussion on financial risks and opportunities of climate change with Andrew Parry and Chris Rapley.

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
The importance of thematic investing
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
Market melt-up?
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
Beyond the pandemic - Podcast
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
Engine, Machine, Motor
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
Investment Matters - 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
Talk: ESG in fixed income
Video

Talk: ESG in fixed income

Our fixed-income team look at reasons to consider ESG bond investing.

28 September 2020
Fixed income, Sustainable
Value of engagement
Article

The value of active engagement

Why we believe that active engagement results in better outcomes for both investors and society.

25 September 2020
Responsible investment, Sustainable
Winds of change: three macro trends to watch
Article

Winds of change: three macro trends to watch

As the world slowly recovers from the Covid-19 pandemic, Real Return global strategist Brendan Mulhern outlines three macro…

18 September 2020
Macro views, Real Return
Child labour in cobalt supply chain
Article

The hidden side of supply chains

Opacity in supply chains can hide human rights abuses like child labour. What are we doing about it?

15 September 2020
Responsible investment, Sustainable
Blog

The hidden world of cybersecurity

As cybersecurity threats continue to rise, ESG-focused investors should take note.

Catherine Doyle
02 September 2020
Responsible investment, Sector research
Amazon case study
Article

Amazon: are worker-related issues at a tipping point?

With the online retailer’s working practices under scrutiny, we assess the facts and outline our engagement approach.

31 August 2020
Responsible investment, Sustainable

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

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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.