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

Cancel

Continue

Newton Investment Management

  • Portal login
  • Australia
Australia
  • About Newton
    Back
    • Our purpose
    • Our clients
    • Our people
    • Our culture
    • Corporate responsibility
    • Diversity, equity and inclusion
    • Careers
    • Media
  • Strategies
    Back
    • All strategies
    • Featured strategies
      Back
      • Real Return
      • Sustainable Real Return
      • Global Dynamic Bond
      • Sustainable Global Dynamic Bond
    • By investment approach
      Back
      • Absolute-return strategies
      • Equity opportunities strategies
      • Income strategies
      • Fixed income strategies
      • Sustainable strategies
    • By asset class
  • 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
  • Insights
    Back
    • Ukraine
    • The big picture
    • Real return
    • Multi-asset
    • Fixed income
    • Responsible and sustainable
    • Emerging markets & Asia
    • Media
  • Blog
    Back
    • Categories
      Back
      • The big picture
      • Real Return
      • Global equities
      • Emerging markets and Asia
      • Fixed income
      • Responsible and sustainable
    • Authors
    • Archives
      Back
      • 2021
      • 2020
      • 2019
  • Contact
    Back
    • Careers
Newton Portal
Australia Australia

Blog

global equities

Blog

Russian bear, Chinese dragon: feasting on honey or playing with fire?

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

Richard Bullock
08 April 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Winter of discontent?
Blog

Winter of discontent?

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

Richard Bullock
02 February 2022
Emerging markets & Asia, Global equities, Sector research
Deal or no deal?
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

Richard Bullock
20 January 2022
Emerging markets & Asia, Global equities, Macro views, Ukraine
Outer Space, Space, Universe
Blog

Which areas of accounting need improving?

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

Jeremy Stuber
22 October 2021
Global equities, Industry views
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
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
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
ESG: On the radar of the tech giants
Blog

ESG: On the radar of the tech giants

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues

Catherine Doyle
25 June 2020
Global equities, Real Return, Sector research, Sustainable
Our purpose
Blog

Covid-19: Looking beyond the pandemic

How will society and the global economy fare once the coronavirus pandemic begins to dissipate?

Paul Markham
23 April 2020
Coronavirus, Global equities, Sector research
Blog

Covid-19: The US goes big

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

Brendan Mulhern
26 March 2020
Coronavirus, Global equities, Macro views, Real Return
Searching for a silver lining
Blog

Searching for a silver lining

As market turmoil continues, we consider the outlook for global equities

Paul Markham
18 March 2020
Coronavirus, Global equities
Aeging doesn't have to get old
Blog

Ageing doesn’t have to get old

Disruptive innovation in health care could help us age more healthily

Newton global research team
03 December 2019
Global equities, Sector research, Themes
Blog

Law and disorder

The UK Supreme Court’s ruling against Boris Johnson appears to have deepened Brexit divisions in Parliament.

Paul Markham
26 September 2019
Global equities, UK equities
  • Site map
  • Social media
  • Cookie policy
  • Manage cookies
  • BNY Mellon privacy notice
  • 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.