We assess India’s prospects of emulating the recent rapid growth trajectory of China.

We assess the near and mid-term implications of central-bank and government policy for bond markets.

Bond markets have endured a tough year. We discuss the inflation threat and where to find best value.

Why we believe the time is right to consider global equity income.

We explore three long-term structural growth stories in emerging markets.

Rebecca White discusses how we engage with companies on diversity and inclusion.

We look at recent academic work that underpins the effectiveness of global equity-income investing.

Finding fixed-income solutions in a yield-hungry world.

How we consider climate change in the Global Dynamic Bond and Sustainable Global Dynamic Bond strategies.

How we consider climate change in the Global Real Return and Sustainable Real Return strategies.

The Real Return team consider key lessons from a pandemic year, and why a flexible approach remains key.

Making the case for revisiting companies’ cash flow statements.

We discuss the results of our engagement with an airline.

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.

We summarize the findings of new academic research which we believe underscores the relevance of equity-income investing.

Why we believe using themes to guide an investment process can help to deliver long-term sustainable returns.

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

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

While Covid-19 meant that new-year fireworks celebrations were scaled back, markets saw some pyrotechnics during 2020’s final quarter.

We consider why the US equity market has made such strong advances in a highly uncertain environment.

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

Key trends that will help to shape the growth of the sustainable fixed-income market in 2021 and beyond.

We look at three macro trends that investors need to be aware of.

We discuss the outlook for cyclical stocks.

Highlights from a discussion on financial risks and opportunities of climate change with Andrew Parry and Chris Rapley.

Why engagement can be an effective way to support the energy sector’s transition to a lower-carbon future.

We discuss the outlook for the precious metal.

We discuss the outlook for UK equities.

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

We explain how we currently use themes in our investment approach.

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

As demand for plant-based meat grows, we consider the health and investment implications.

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

In this article, we summarize the findings of the 2015 Active Ownership paper, which provides evidence for the…

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

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

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

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

We assess the implications of Joe Biden’s US presidential election victory.

We discuss how bond markets have responded to the US election.

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

For much of the quarter, financial markets appeared to have returned to business as usual.

There are significant risks on the horizon, but we believe opportunities are emerging.

Rebecca White outlines the investment implications of the future of work.

Our Real Return team considers the investment backdrop.