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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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Australia Australia

Insight

fixed income

Megacities medium
Blog

SVB: Breaking the system?

Could we see further financial casualties this year?

Paul Brain
20 March 2023
Fixed income, Macro views, Sector research, Themes
Brainwaves episode 4: SVB, monetary policy and the bond markets
Video

Brainwaves episode 4: SVB, monetary policy and the bond markets

Paul Brain considers what the collapse of Silicon Valley Bank means for bond markets.

17 March 2023
Fixed income
Brainwaves episode 3: Has the bond market been getting it wrong?
Video

Brainwaves episode 3: Has the bond market been getting it wrong?

Fixed-income head Paul Brain discusses how bond markets can predict the economic cycle.

14 March 2023
Fixed income
Brainwaves Episode 2: The bond outlook from Europe
Video

Brainwaves episode 2: The bond outlook from Europe

Fixed-income leader Paul Brain discusses the outlook for European bond markets.

17 February 2023
Fixed income
Coat, Clothing, Jacket
Video

Brainwaves episode 1: The outlook for bonds in 2023

Fixed-income head Paul Brain explains why he believes this year could be more positive for bonds.

02 February 2023
Fixed income, Macro views
Russia and China: a new world order
Blog

Geopolitical outlook: how ‘great power competition’ will define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

Richard Bullock
23 January 2023
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
The journey to net zero in fixed income
Blog

The journey to net zero in fixed income

Bond investors can play a pivotal role in moving the planet to a lower-carbon way of life.

Scott Freedman
04 January 2023
Fixed income, Sustainable
Blog

Global bond outlook: how far can the rally go?

How far can the bond rally go?

Paul Brain
04 January 2023
Fixed income, Macro views, Sustainable
Asian Equity Income
Blog

Japan: Can the sun rise again?

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

Richard Bullock
01 December 2022
Fixed income, Global equities, Industry views, Macro views, Sector research
Blog

Are gilts still under pressure?

We assess the impact of the UK government’s Autumn Statement on the gilt market.

Carl Shepherd
23 November 2022
Fixed income, Macro views, Multi-asset, Sector research
Bank of England
Blog

Second time lucky?

Assessing the UK’s monetary and fiscal predicament.

Howard Cunningham
31 October 2022
Defined contribution, Fixed income, Sector research, Themes
Paul Brain
Video

Fixed income: opportunities in a rising rate environment

Are global bond opportunities starting to appear?

24 October 2022
Fixed income, Macro views, Sector research
Policy response
Blog

Vladimir Putin: Mr three per cent?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Richard Bullock
21 October 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Made in Vietnam?
Blog

Vietnam: Supply-chain superstar

Key (and sometimes surprising) findings from a recent trip to Vietnam.

Richard Bullock
04 October 2022
Emerging markets & Asia, Fixed income, Macro views, Sector research, Themes
The power of divergence
Blog

The power of divergence

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

Paul Brain
01 September 2022
Fixed income, Macro views, Themes
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.

Paul Brain
04 August 2022
Emerging markets & Asia, Fixed income, Global equities, Themes
Diverging fortunes: unearthing US bond opportunities
Blog

Diverging fortunes: unearthing US bond opportunities

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

Paul Brain
07 June 2022
Fixed income, Sector research, Ukraine
Paul Brain
Video

Fixed-income opportunities in a rising rate environment

Paul Brain discusses why US bond markets are offering opportunities not currently available in European markets.

20 May 2022
Fixed income, Sector research
Investment matters: Russia, China and the new world order
Audio

Russia, China and the new world order

How the Ukraine conflict could change the geopolitical and investment landscape.

19 May 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
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
Sustainable bonds: a year of regulatory growth?
Blog

Sustainable bonds: a year of regulatory growth?

We highlight some trends that we believe will influence the sustainable fixed-income market in 2022.

Scott Freedman
16 March 2022
Fixed income, Responsible investment, Sustainable
Russian bear out in the cold
Blog

Russian bear out in the cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

Richard Bullock
25 February 2022
Fixed income, Sector research, Ukraine
On the rise…
Blog

On the rise…

We assess what the Fed’s latest monetary-policy signalling could mean for bond markets.

Paul Brain
28 January 2022
Fixed income, Macro views, Sector research
Symbol, Road Sign, Sign
Blog

Inflation: stick or twist?

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

Paul Brain
29 November 2021
Fixed income
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…

Paul Brain
17 September 2021
Fixed income, Themes
Something strange in bond markets
Blog

Something strange in bond markets…

We assess the drivers behind unusual recent moves in global bond markets and consider what may happen next.

Paul Brain
28 July 2021
Fixed income
From niche to mainstream
Blog

From niche to mainstream

How sustainable fixed-income investing is growing in prominence, and why an active approach makes sense.

Catherine Doyle
29 June 2021
Fixed income, Responsible investment, Sustainable
Investment Matters - Episode 10
Audio

Bonds: Spotlight on sustainable fixed income

Where are the best opportunities for sustainable-bond investors?

21 April 2021
Fixed income, Sector research, Sustainable
Inflationary Fears Overdone?
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
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
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
Emerging markets & Asia, Fixed income
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
Fixed income, Macro views, Responsible investment, Sector research, Sustainable
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
Fixed income, Macro views, Responsible investment, Sector research, Sustainable
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.

Paul Brain
20 August 2020
Fixed income, Macro views, Sector research, Themes
Doing the right thing: ESG and EMD
Blog

Doing the right thing: ESG and EMD

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

Carl Shepherd, Trevor Holder
27 July 2020
Emerging markets & Asia, Fixed income, Responsible investment, Sector research
Blog

European recovery assured?

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

Paul Brain
21 July 2020
Fixed income, Macro views, Sector research
Blog

Is investment grade nearing the ‘danger zone’?

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

Howard Cunningham
26 June 2020
Fixed income, Sector research
US dollar: devalue to save the world?
Blog

US dollar: devalue to save the world?

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

Paul Brain
22 May 2020
Fixed income, Macro views, Sector research
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.

Paul Brain, Howard Cunningham
11 May 2020
Fixed income, Macro views, Sector research, Themes
The rise and rise of ‘MMT’ economics
Blog

Save and prosper?

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

Howard Cunningham, Paul Brain
20 April 2020
Fixed income, Sector research
Covid-19: BoE: ‘take back control’
Blog

Covid-19: BoE: ‘take back control’

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

Howard Cunningham
20 March 2020
Fixed income, Sector research
Covid-19: ECB’s ‘shock and awe’
Blog

Covid-19: ECB’s ‘shock and awe’

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

Jon Day
20 March 2020
Fixed income, Sector research
Covid-19: Looking through the crisis
Blog

Covid-19: Looking through the crisis

We analyse the impact of Covid-19 on global bond markets in anticipation of the next stage.

Paul Brain
19 March 2020
Fixed income, Macro views
Learning to love low yields
Blog

Learning to love low yields

Despite yields plunging following the Fed’s coronavirus-motivated rate cut, we believe opportunities still exist in bond markets.

Jon Day
11 March 2020
Fixed income
Latin American spring?
Blog

Latin American spring?

As street protests spread across the region, is Latin America approaching a tipping point?

Carl Shepherd
05 December 2019
Emerging markets & Asia, Fixed income
The pain in Spain
Blog

The pain in Spain

As the political deadlock looks set to continue in Spain, we assess the impact on debt markets.

Paul Brain
11 November 2019
Fixed income
Blog

Sovereign scruples

What are the ESG risks surrounding sovereign bonds?

Trevor Holder
19 June 2019
Fixed income, Responsible investment
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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.