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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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Australia Australia

Insight

industry views

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
Investing in climate adaptation
Audio

Investing in climate adaptation

How could scalable technology help mitigate the impacts of climate change?

26 January 2023
Industry views, Sector research, Sustainable
Adapting to Climate Change
Audio

Adapting to climate change

Why should we be concerned about investing in climate crisis adaption today?

25 January 2023
Industry views, Sector research, Sustainable
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
How to value a company during a pandemic
Blog

Financial and sustainability reporting – the search for the best attainable version of the truth

We discuss the evolution of sustainability reporting.

Jeremy Stuber
06 January 2023
Industry views, Sector research
A Blueprint for Commercial Real Estate’s Future
Audio

A blueprint for commercial real estate’s future

Explore how commercial real estate can build from pandemic lows as offices reopen.

13 December 2022
Industry views, Macro views, 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
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
Symbol, Road Sign, Sign
Blog

Leadership and sustainability: are they mutually exclusive?

How do we balance our role as stewards of our clients’ money with our obligations as sustainable investors?

Mitesh Sheth
14 November 2022
Industry views, Newton philosophy, Responsible investment, Sustainable
Autonomous Roadblocks
Audio

Autonomous roadblocks

What are the barriers to safe autonomous driving?

10 November 2022
Industry views, Macro views, Sector research
2021: better income outcomes?
Blog

COP27: What do we want and what might we get?

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

Newton responsible investment team
07 November 2022
Industry views, Responsible investment, Sector research, Sustainable, Themes
Retake on Double Take: A UK Winter of Discontent
Blog

Retake on Double Take: A UK Winter of Discontent

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

Jack Encarnacao, Raphael J. Lewis
25 October 2022
Industry views, Macro views, Sector research
Wristwatch, Coin, Money
Blog

Retake on Double Take: Compliant crypto

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

Jack Encarnacao, Raphael J. Lewis
20 October 2022
Industry views, Macro views, Sector research
A UK Winter of Discontent
Audio

A UK winter of discontent

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

14 October 2022
Industry views, Macro views, Sector research
Responsible investment 2.0: the asset management transition story
Blog

Responsible investment 2.0: the asset management transition story

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.

Therese Niklasson
03 October 2022
Industry views, Responsible investment, Sustainable
Forced labour and supply chains
Blog

Forced labour and supply chains

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

Rebecca White, Raphael J. Lewis
29 September 2022
Industry views, Responsible investment
To amortise, or not to amortise, that is the question
Blog

To amortise, or not to amortise, that is the question

We discuss the challenges of accounting for goodwill.

Jeremy Stuber
06 September 2022
Industry views, Sector research
Defence stocks and ESG
Blog

Defence stocks and ESG

We outline the key ESG issues related to defence and how we integrate these in our investment approach.

Sakshi Bahl
28 July 2022
Industry views, Responsible investment, Sustainable
Compliant Crypto
Audio

Compliant crypto

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

27 July 2022
Industry views, Macro views, Sector research
Retake on Double Take: The Reshoring Decision
Blog

Retake on Double Take: The reshoring decision

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

Raphael J. Lewis, Jack Encarnacao
26 July 2022
Industry views, Macro views, Sector research
Diversity and Human Capital
Audio

Diversity and human capital

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

30 June 2022
Industry views, Macro views, Sector research
Streaming to success
Blog

Streaming to success

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

Connor Middleton
22 June 2022
Industry views, Multi-asset
How to value a company during a pandemic
Blog

It was the best of deals, it was the worst of deals

We discuss how investors assess and monitor acquisitions.

Jeremy Stuber
15 June 2022
Industry views, Sector research
Global Equities: Navigating a Volatile Backdrop
Blog

Global equities: Navigating a volatile backdrop

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

John R Porter III
06 June 2022
Industry views, Macro views, Sector research
Retake on Double Take: A Nuclear Renaissance?
Blog

Retake on Double Take: A nuclear renaissance?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

Raphael J. Lewis, Jack Encarnacao
26 May 2022
Industry views, Macro views, Sector research, Sustainable
The reshoring decision
Audio

The reshoring decision

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

24 May 2022
Industry views, Macro views, Sector research
A nuclear renaissance?
Audio

A nuclear renaissance?

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

21 April 2022
Industry views, Macro views, Responsible investment, Sector research
Server, Computer, Hardware
Blog

Retake on Double Take: Data privacy and regulating big tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

Raphael J. Lewis, Jack Encarnacao
07 April 2022
Industry views, Macro views, Sector research
Light, Laser, Graphics
Audio

Data privacy and regulating big tech

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

09 March 2022
Industry views, Macro views, Sector research
UK equities: time to keep a cool head
Blog

The value of a smile … it costs nothing but creates much

The importance of (and challenges with) valuing intangibles.

Jeremy Stuber
27 January 2022
Industry views, Sector research
Is music streaming an industry friend or foe?
Blog

Is music streaming an industry friend or foe?

We assess the evolving market landscape of the music streaming industry.

Paul Flood
01 December 2021
Industry views, Multi-asset
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
Investment Matters
Audio

How will we get to net zero? Part II

Why cooperation on reducing carbon emissions must be truly global.

03 August 2021
Industry views, Responsible investment, Sector research, Sustainable
Investment Matters
Audio

How will we get to net zero? Part I

Tackling climate change: How did we get here?

16 July 2021
Industry views, Macro views, Responsible investment, Sector research, Sustainable
Outer Space, Space, Universe
Blog

Global minimum tax: why it matters

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

Jeremy Stuber
24 June 2021
Industry views, Sector research
How to value a company during a pandemic
Blog

How to value a company during a pandemic

We discuss how the pandemic has distorted standard valuation measures.

Jeremy Stuber
14 May 2021
Industry views, Sector research
Blog

Turnover is vanity, profit is sanity, but cash is reality

Making the case for revisiting companies’ cash flow statements.

Jeremy Stuber
25 February 2021
Industry views, Sector research
Building, Factory, Refinery
Blog

A turning point for US energy policy?

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

Laura Sheehan
27 November 2020
Industry views, Sector research
Energy: Uncertainty and complexity creates opportunity
Blog

Energy: uncertainty and complexity creates opportunity

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

Laura Sheehan
02 November 2020
Industry views, Sector research
Blog

Over a barrel?

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

Laura Sheehan
16 April 2020
Industry views, Sector research
Being an engaged investor
Blog

Being an engaged investor in the time of Covid-19

We give you the lowdown on the most pressing ESG concerns during this pandemic.

Newton responsible investment team
30 March 2020
Industry views, Responsible investment
ABCs of ESG
Blog

The ABCs of ESG

Why we believe environmental, social and governance factors are critical to investment decision-making, regardless of ethics or values.

Curt Custard
14 February 2020
Industry views, Newton philosophy, Responsible investment
Blog

A just transition?

Our candid thoughts from the 2019 PRI in Person conference.

Rebecca White
19 September 2019
Industry views, Responsible investment, Sustainable
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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.