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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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Insight

global equities

Blog

Biofuels: fuelling the next food crisis?

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

Albert Chu
30 January 2023
Global equities, Industry 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
Blog

ADAS, on the road to autonomy

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

Robert C Zeuthen, Frank J Goguen, George Saffaye
17 January 2023
Global equities, Industry views, Sector research
Blog

What does net zero mean for portfolios?

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

James A Lydotes, Philip Shucksmith
17 January 2023
Global equities, Real Return, Sustainable
Global equities: Our outlook for 2023
Blog

Global equities: Our outlook for 2023

We examine the current macro backdrop and where investors can potentially find pockets of growth.

John R Porter III
23 December 2022
Global equities, Sector research
2023 Outlook for Global Infrastructure
Blog

2023 outlook for global infrastructure

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

James A Lydotes
16 December 2022
Global equities, Sector research
Unpacking the Future of Blockchain
Blog

Unpacking the future of blockchain

We discuss our 2023 outlook.

Jonathan Piskorowski
13 December 2022
Global equities, Sector research
Supercharging the Global Electric Vehicle Supply Chain
Blog

Supercharging the global electric vehicle supply chain

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

Robert C Zeuthen, Frank J Goguen, George Saffaye
07 December 2022
Global equities, Industry views, Sector research
Agriculture, Nature, Outdoors
Blog

2023 outlook for global natural resources: Volatility and the scarcity economy

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

Albert Chu
07 December 2022
Global equities, Sector research
Investment Matters
Audio

How can a different approach to equity investment address the new market regime?

How can a different approach to equity investment seek out opportunities in a radically different market regime?

06 December 2022
Global equities, Macro views, Multi-asset, Sector research
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
Climate Change and Agriculture
Blog

Climate change and agriculture

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

Albert Chu
28 November 2022
Global equities, Sector research
The Importance of Water to Agriculture
Blog

The importance of water to agriculture

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

Albert Chu
26 October 2022
Global equities, 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
Global infrastructure: Tangible assets for tangible returns?
Blog

Global infrastructure: Tangible assets for tangible returns?

Global infrastructure securities can hold up as a buffer in this inflationary environment.

James A Lydotes
05 October 2022
Global equities, Sector research
The Geopolitics of Agriculture and Food
Blog

The geopolitics of agriculture and food

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

Albert Chu
29 September 2022
Global equities, Sector research
The Hesitant IPO Market
Blog

The hesitant IPO market

We explore the effects of the current macroeconomic environment on the IPO market.

Jack Encarnacao
31 August 2022
Global equities, UK equities, US equities
Understanding the Shifting Agricultural Landscape
Blog

Understanding the shifting agricultural landscape

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

Albert Chu
22 August 2022
Global equities, Sector research
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.

Robert C Zeuthen, Maria Toneva
22 August 2022
Global equities, Sector research, Themes
A look into dividend investing
Video

A look into dividend investing

Jon Bell talks to David Chambers and Adam Reed about their academic research challenging misconceptions about equity-income investing.

12 August 2022
Global equities, Global income, Sector research
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
Why now for US small and mid-cap investments?
Audio

Why now for US small and mid-cap investments?

Why now for US small and mid-caps?

23 June 2022
Global equities, Macro views, Newton philosophy, 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
India and net zero: the path ahead
Video

India and net zero: the path ahead

How is India tackling climate change?

10 May 2022
Emerging markets & Asia, Global equities, Responsible investment, Sector research, Sustainable
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
Emerging giants: Can India emulate China's recent growth?
Audio

China and India: taking a sustainable approach

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

04 January 2022
Emerging markets & Asia, Global equities, Macro views, Responsible investment, Sector research, Sustainable
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
Global equities, Sector research
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
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
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
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
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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.