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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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Insight

real return

Article

Investment thoughts from our Real Return team - January 2023

After a brutal year for financial-market participants, are there blue skies on the horizon?

25 January 2023
Macro views, Real Return
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
Investment thoughts from our Real Return team - Oct 2022
Article

Investment thoughts from our Real Return team – Oct 2022

With monetary tightening and geopolitical tensions putting pressure on returns, where can investors find opportunities?

19 October 2022
Macro views, Real Return
Keeping the lights switched on
Blog

Keeping the lights switched on

Energy security and decarbonisation: are they mutually exclusive?

Philip Shucksmith
12 August 2022
Real Return, Responsible investment, Sustainable
Investment thoughts from our Real Return team July 2022Tire, Wheel, Machine
Article

Investment thoughts from our Real Return team

As central banks attempt to curb inflation, are they hiking economies into recession?

22 July 2022
Macro views, Real Return
Vertical farming: a growing opportunity
Blog

Vertical farming: a growing opportunity

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

Philip Shucksmith
21 July 2022
Real Return, Responsible investment, Sustainable
Spinning on a new inflationary axis
Blog

Spinning on a new inflationary axis

We examine the conditions that have led to increasingly high levels of inflation.

Brendan Mulhern
27 June 2022
Defined contribution, Macro views, Real Return
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?

Catherine Doyle
21 June 2022
Defined contribution, Multi-asset, Real Return, Themes
Copper: strong tailwinds, although the ride could be bumpy
Blog

Copper: strong tailwinds, although the ride could be bumpy

With tight supply and growing demand, we discuss the outlook for copper.

Catherine Doyle
06 December 2021
Real Return, Sector research
A monetary regime change or just a mild bout of inflation?
Blog

Not another financial crisis

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

Brendan Mulhern
14 October 2021
Macro views, Real Return
A monetary regime change or just a mild bout of inflation?
Blog

Inflation: the only question that matters

We unpick the cosy consensus on inflation.

Brendan Mulhern
25 August 2021
Real Return
On the defensive
Blog

On the defensive

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

Matt Brown
25 May 2021
Macro views, Real Return
No longer glittering
Blog

No longer glittering?

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

Catherine Doyle
09 April 2021
Multi-asset, Real Return, Sector research
Bitcoin
Blog

Bitcoin – fool’s gold or digital Mecca?

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

Catherine Doyle
03 February 2021
Multi-asset, Real Return, Sector research
Is the stage set for inflation?
Blog

Is the stage set for inflation?

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

Aron Pataki
01 February 2021
Macro views, Real Return
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?

Matt Brown
18 January 2021
Macro views, Real Return, Themes
Gold, Box, Treasure
Blog

Gold: tailwinds?

We discuss the outlook for the precious metal.

Catherine Doyle
14 December 2020
Macro views, Real Return, Sector research
Market melt-up?
Blog

Market melt-up?

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

Brendan Mulhern
12 November 2020
Macro views, Real Return
Is volatility here to stay?
Blog

Is volatility here to stay?

We provide our macro outlook for the second half of 2020.

Suzanne Hutchins
10 July 2020
Defined contribution, Macro views, Multi-asset, Real Return
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
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
Going viral
Blog

Going viral

How does the spread of coronavirus affect the global investment outlook?

Brendan Mulhern
07 February 2020
Macro views, Real Return
QE 4 to the rescue? Not quite…
Blog

QE 4 to the rescue? Not quite…

Does recent US Federal Reserve activity hint at what lies ahead for US monetary policy?

Brendan Mulhern
09 December 2019
Macro views, Multi-asset, Real Return
Blog

Perspective on the pivot

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.

Newton Real Return team
17 July 2019
Macro views, Real Return
Blog

The rise and rise of ‘MMT’ economics

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

Brendan Mulhern
28 May 2019
Macro views, Real Return, Themes
Blog

Prop-ping up a powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

Brendan Mulhern
15 April 2019
Emerging markets & Asia, Real Return, Themes
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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.