Why we believe tax is under-analysed, and how it informs our broader view of governance.

We discuss how the pandemic has distorted standard valuation measures.

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

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

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

Making the case for revisiting companies’ cash flow statements.

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

We discuss the outlook for cyclical stocks.

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

We discuss the outlook for the precious metal.

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

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

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

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

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

Corporate taxation practices are attracting growing scrutiny. What are the investment implications?

How has Newton fared in the latest United Nations Principles for Responsible Investment (PRI) annual assessment ratings?

Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.

We analyse the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

How the pandemic could help pave the way to a more sustainable future.

We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

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

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

We assess how US-dollar strength will affect the global economy as it starts to recover from the pandemic.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

We assess the role that carbon offsetting can play within the transition to a lower-carbon world.

We examine how the pandemic may affect oil company dividends and the transition to a greener world.

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

How the pandemic and rescue packages are changing both corporate behaviour and the dynamics of fixed-income markets.

We assess how the oil sector is facing up to an unprecedented fall in global demand.

We examine the longer-term impact of the virus on the health-care sector.

We analyse how the global health-care sector is faring in the face of the global pandemic.

We assess the impact of the Bank of England’s latest efforts to calm febrile markets.

We assess what the European Central Bank’s latest financial rescue package means for European bond markets.

Disruptive innovation in health care could help us age more healthily

What did our visit to an underground farm teach us about agricultural innovations?

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanisation.

Spending money on health and wellness is gaining popularity. What opportunities does this present?

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

Artificial intelligence is sweeping the planet. We set out the risks and potential rewards.