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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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Newton Portal
Australia Australia

Insight

themes

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
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.

Jon Bell
15 December 2020
Global income, Themes
The importance of thematic investing
Audio

The importance of thematic investing: Part two

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

09 December 2020
Macro views, Themes
Fast forward: A journey to the future of investment
Blog

The future today: four key trends shaping the investment landscape

We analyse how the pandemic is shaping key trends affecting the investment landscape today and in the future.

Curt Custard
17 November 2020
Coronavirus, Global equities, Macro views, Real Return, Themes
Fast forward: A journey to the future of investment
Blog

Tomorrow’s world: fast forward to a sustainable future

We examine how the pandemic might pave the way to a more sustainable future.

Newton responsible investment team
16 November 2020
Responsible investment, Sector research, Sustainable, Themes
The importance of thematic investing
Audio

The importance of thematic investing: Part one

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

12 November 2020
Macro views, Themes
Engine, Machine, Motor
Blog

Powering up: Covid-19 and renewables

We assess the main drivers of an increase in renewables within the energy mix during the spring lockdowns.

Tom Atkinson
26 October 2020
Responsible investment, Sustainable, Themes
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
Coronavirus, Fixed income, Macro views, Sector research, Themes
Taking Action on the Implications of Climate Change
Blog

Fossil fuels: Survival of the adaptors

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

Andrew Parry
26 May 2020
Newton philosophy, Responsible investment, Sector research, Sustainable, Themes
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
Coronavirus, Fixed income, Macro views, Sector research, Themes
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.

Emily Heaven
07 April 2020
Coronavirus, Sector research, Themes
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.

Emily Heaven
01 April 2020
Coronavirus, Sector research, Themes
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

Emily Heaven
03 December 2019
Global equities, Sector research, Themes
Planting the seeds
Blog

Planting the seeds for sustainable agriculture

What did our visit to an underground farm teach us about agricultural innovations?

Rebecca White
27 November 2019
Responsible investment, Sector research, Sustainable, Themes
Blog

Megacities – where themes collide

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanisation.

Ed Geall
21 November 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research, Themes
Diesel drama
Blog

Diesel drama

Are electric vehicles always greener than diesel cars?

Mathieu Poitrat Rachmaninoff
15 October 2019
Responsible investment, Sustainable, Themes
Get well sooner
Blog

Get well sooner

Spending money on health and wellness is gaining popularity. What opportunities does this present?

Emily Heaven
26 July 2019
Sector research, Themes
Blog

Flights not Ferraris

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

Consumer power theme group
10 July 2019
Sector research, Themes
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
Blog

The robots are coming (again)!

Artificial intelligence is sweeping the planet. We set out the risks and potential rewards.

Lloyd McAllister
29 January 2019
Responsible investment, Sector research, Themes
Blog

Joining the dot-coms

How our ‘net effects’ theme contributes to investment decisions in emerging markets.

Newton equity opportunities team
09 January 2019
Emerging markets & Asia, 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.