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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 Emesco Agents Pty Ltd.

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Newton Investment Management

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themes

Blog

Newton’s top 10 debates for 2025

We debate the most out-of-consensus viewpoints for 2025.

10 January 2025 Brock Campbell, Newton secular research team
Blog

Navigating the Trump presidency

We discuss the consensus ‘Trump trade’ and whether it will hold.

19 December 2024 Brock Campbell
Blog

Artificial intelligence: The second-order effects

As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.

18 October 2024 Brian Blongastainer, Robert C Zeuthen
Path, Nature, Outdoors
Blog

Three factors driving markets for mixed-asset investors

We assess how political change, indebtedness and growing global competition trends can create opportunities for mixed-asset investors.

30 July 2024 Simon Nichols
Blog

Global bond outlook: Is it back to the future?

How should bond investors approach market conditions similar to those last seen in the 1970s?

26 July 2024 Ella Hoxha
Theme update
Blog

Inflation, debt and rates: The trinity defining markets

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

12 June 2024 Newton fixed income team
Blog

Market outlook: A case of déjà vu?

We analyse how potentially higher-for-longer inflation could influence markets over the coming months.

24 April 2024 Paul Brain
Road, City, Metropolis
Blog

Indonesian elections: Presiding over an emerging powerhouse

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

15 February 2024 Newton fixed income team
Blog

China and the West: A tale of two inflations

We analyse how China’s economy is influencing inflation rates across the developed and emerging world.

09 February 2024 Newton fixed income team
A mood of change
Blog

Absolute-return investing: A new golden age?

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.

19 January 2024 Paul Brain, Catherine Doyle
2021: better income outcomes?
Blog

Global equities outlook 2024

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

15 January 2024 Louise Kernohan
Appliance, Ceiling Fan, Device
Blog

A new spark for clean hydrogen?

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

04 January 2024 Brock Campbell, Amit Khandelwal
Nature, Outdoors, Weather
Blog

Fading fortunes: The slowdown of cross-border capital into China

We explore the investment implications of a decoupling between China and the West.

06 December 2023 Meghan Bruni, Elias Glenn
Architecture, Building, Cityscape
Blog

Macro-geopolitical 2024 outlook: Pivotal election year ahead

With several key trends set to reach an important climax in 2024, we consider the investment implications.

06 December 2023 Newton fixed income team
Blog

Retake on Double Take: The insurance climate

As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?

27 November 2023 Jack Encarnacao, Raphael J. Lewis
Insights
Blog

Fixed-income outlook: Bonds beating cash

After two difficult years, we explain why we believe the prospects for bond investors are improving.

27 November 2023 Jon Day
Architecture, Building, House
Blog

Genetic sequencing: Decoding human biology

Could advancements in gene sequencing technology accelerate scientific breakthroughs and provide attractive investment opportunities for years to come?

17 November 2023 Edward Walter
Blog

Retake on Double Take: The skinny on weight loss drugs

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

17 November 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Demography in the fourth turning

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

29 September 2023 Jack Encarnacao, Raphael J. Lewis
Food, Popcorn, Computer
Blog

Retake on Double Take: The future of television     

Is the era of content overload, with streamers trying to be all things to all people, winding down?

21 September 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Analogue in a digital world    

We explore the renewed interest in analogue goods and services in the post-pandemic world.

07 September 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Reddit and the AI turf war    

We investigate as sites like Reddit seek to capitalise on AI-fuelled demand, causing upheaval among users and developers.

07 August 2023 Jack Encarnacao, Raphael J. Lewis
Retake on Double Take: A Merger Freeze?
Blog

Retake on Double Take: A merger freeze?   

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

06 July 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Could AI rock the music industry?   

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

27 June 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Rare earths 

We investigate the geopolitical and economic implications of rare-earth elements.

13 June 2023 Jack Encarnacao, Raphael J. Lewis
Blog

From lab to table: Cultivated meat

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

08 June 2023 Karen Miki Behr, Rebecca White, Meghan Bruni
City, Aircraft, Takeoff
Blog

Electric vertical take-off and landing vehicles

The next step in advanced air mobility is arriving soon.

06 June 2023 Jake Geller, Thomas Karthaus, Meghan Bruni
Mountain, Mountain Range, Nature
Blog

Big tech, bigger regulations?

How will looming big tech regulations change the way online platforms operate?

01 June 2023 Onkar Jagtap
Road, Freeway, Tunnel
Blog

Operation Warp Speed for cell and gene technologies

How is the US Food and Drug Administration fast-tracking genetic medicines?

01 June 2023 Matthew Jenkin, Stefanie Rintoul
Synthetic Data: Fuel for the AI World
Blog

Synthetic data: Fuel for the AI world

Augmenting real data opens up a world of possibilities.

25 May 2023 Newton secular research team, Newton private markets team, Newton responsible investment team
Land, Nature, Outdoors
Blog

Ethical dilemmas of artificial intelligence

Some potential risks can be managed, but difficult questions remain.

24 May 2023 Onkar Jagtap
Can Sustainable Fashion Become En Vogue?
Blog

Can sustainable fashion become en vogue?

The industry takes on the challenge.

22 May 2023 Rebecca White, Meghan Bruni
Levelling the playing field: Investing with a gender lens
Blog

Levelling the playing field: Investing with a gender lens

We examine the value of taking a gender-lens approach to economic and investment decision-making.

16 May 2023 Julianne McHugh, Karen Miki Behr
Retake on Double Take: Investing in generative AI and shrinking machine learning
Blog

Retake on Double Take: Investing in generative AI and shrinking machine learning

We investigate the latest wave of generative artificial intelligence (AI) and its implications for investors.

16 May 2023 Jack Encarnacao, Raphael J. Lewis
Shipping Container, Cargo Container
Blog

Retake on Double Take: Forced labour, supply strain

We investigate how a US forced-labour law targeting China is affecting US supply chains.

06 April 2023 Jack Encarnacao, Raphael J. Lewis
Blog

The future of agriculture: Avoiding the Malthusian trap

We imagine the farm of the future and the dining table of tomorrow.

30 March 2023 Newton global natural resources team
Megacities medium
Blog

SVB: Breaking the system?

Could we see further financial casualties this year?

20 March 2023 Paul Brain
City, Metropolis, Urban
Blog

Considering the physical risks resulting from climate change

We work with companies to better understand their exposure to physical risks.

21 February 2023 Newton responsible investment team
The Environmental Effects of Digitalization
Blog

The environmental effects of digitalisation

We examine the environmental implications of the ever-expanding digital world.

17 February 2023 Onkar Jagtap, Robert C Zeuthen
Conference Notes: Technology Takeaways from CES
Blog

Conference notes: technology takeaways from CES                                               

We provide our thoughts on the latest Consumer Electronics Show conference.

17 February 2023 Shivam Kollur
The Geopolitics of Agriculture and Food
Blog

The food industry: what’s on the menu for 2023?

How a focus on innovation and technology could help drive food sector returns in 2023.

14 February 2023 Karen Miki Behr
Artificial Intelligence: The Third Epoch of Technology
Blog

Artificial intelligence: the third epoch of technology

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

13 February 2023 Newton secular research team
Blog

Retake on Double Take: Climate adaptation

We investigate how investing in climate adaptation could help protect our planet’s future.

07 February 2023 Jack Encarnacao, Raphael J. Lewis
Blog

ADAS, on the road to autonomy

We explore potentially life-saving advanced driver assistance system technology.

17 January 2023 Robert C Zeuthen, Frank J Goguen, George Saffaye
Multi-asset outlook: Will 2023 be the year of opportunity?
Blog

Multi-asset outlook: Will 2023 be the year of opportunity?

We discuss the uncertain outlook facing the global economy and financial markets.

13 December 2022 Simon Nichols
Better income outcomes
Blog

Global equity income: Better income outcomes in 2023?

We discuss the outlook for equity income investing.

28 November 2022 Jon Bell, Zoe Kan
Bank of England
Blog

Second time lucky?

Assessing the UK’s monetary and fiscal predicament.

31 October 2022 Howard Cunningham
The power of divergence
Blog

The power of divergence

We analyse how diverging economies can create opportunities for bond investors with a global mindset.

01 September 2022 Paul Brain
Graphics, Art, Crystal
Blog

The next wave of digital transformation

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

22 August 2022 Robert C Zeuthen, Maria Toneva
Evolution not revolution: how our macro themes evolve
Blog

Evolution not revolution: how our macro themes evolve

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

04 August 2022 Paul Brain
Vertical farming: a growing opportunity
Blog

Vertical farming: a growing opportunity

We share our key learnings from a recent visit to a vertical farm.

21 July 2022 Philip Shucksmith
The end of globalisation as we know it
Blog

The end of globalisation as we know it

Why deglobalisation and supply shortages are leading to greater government intervention.

29 June 2022 Simon Nichols
Real Return outlook
Blog

Positioning for a new market regime

With financial markets remaining turbulent, which sectors and asset classes present opportunities for an unconstrained multi-asset strategy?

21 June 2022 Catherine Doyle
Insights
Blog

Time for taper tantrum II?

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

17 September 2021 Paul Brain
UK equities: time to keep a cool head
Blog

UK equities: time to keep a cool head

With a good degree of recovery priced in, we discuss the outlook for UK equities.

06 May 2021 Louise Kernohan
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.

23 March 2021 Louise Kernohan
Vegetation, Plant, Rainforest
Blog

UK equities: a rocky road to recovery?

We discuss the outlook for UK equities.

08 February 2021 Louise Kernohan
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?

18 January 2021 Matthew Brown
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.

15 December 2020 Jon Bell
Blog

Beyond Covid-19: The ‘U-bend’ recovery

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

20 August 2020 Paul Brain
Blog

Looking through the pandemic: The shape of the recovery

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

11 May 2020 Paul Brain, Howard Cunningham
Blog

How Covid-19 could transform the future of health care

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

07 April 2020 Newton global research team
Blog

Covid-19: Health care for the greater good

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

01 April 2020 Newton global research team
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Individual Investors will be redirected to bnymellon.com

This is a financial promotion. Issued by Newton Investment Management Limited, 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.