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Newton Investment Management

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Insights

insights

A selection of the blog posts, articles, videos and podcasts we produce on a regular basis.

Insights
Sunset, Red Sky, Dawn
Blog

India: Ready for a China-Style Takeoff?

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

Ian Smith
April 8, 2021
Emerging markets & Asia
Rust, Hat, Clothing
Blog

Inflationary Fears Overdone?

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

Paul Brain
April 7, 2021
Fixed income
Investment Matters - Podcast
Audio

Bonds: tackling inflation and finding value in fixed-income markets

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

April 7, 2021
Fixed income, Macro views
Why global equity income remains relevant in a challenged world
Article

Why Global Equity Income Remains Relevant in a Challenged World

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

April 1, 2021
Global income, Sector research
Growth and Innovation in emerging markets
Article

Growth and Innovation in Emerging Markets

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

March 25, 2021
Emerging markets & Asia, Macro views
Diversity engagement and voting policy
Blog

Responsible Investing: The Diversity Dividend

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

Rebecca White
March 19, 2021
Responsible investment
Investment Matters podcast
Audio

Equity income: the academic evidence supporting the sector

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

March 18, 2021
Global equities, Global income, Macro views, Sector research
Fixed-income solutions for a challenging market backdrop
Article

Fixed-Income Solutions for a Challenging Investment Backdrop

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

February 26, 2021
Fixed income, Macro views, Responsible investment, Sustainable
Global Dynamic Bond: managing climate opportunities and risks
Article

Global Dynamic Bond: Managing Climate Opportunities and Risks

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

February 26, 2021
Fixed income
Real Return: managing climate opportunities and risks
Article

Global Real Return: Managing Climate Opportunities and Risks

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

February 26, 2021
Real Return, Responsible investment, Sustainable
Five lessons learned in 2020 - Sq teaser
Article

Five Lessons Learned in 2020

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

February 26, 2021
Real Return
Blog

Turnover Is Vanity, Profit Is Sanity, but Cash Is Reality

Making the case for revisiting companies’ cash flow statements.

Jeremy Stuber
February 25, 2021
Industry views, Sector research
Avoiding turbulence
Article

Avoiding Turbulence

We discuss the results of our engagement with an airline.

February 16, 2021
Responsible investment
Why now for equity income investing?
Audio

Why now for equity income investing?

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

February 16, 2021
Global income, Macro views, Themes
Equity income investing
Article

Equity-Income investing: Debunking the Myths

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

February 11, 2021
Global income
The case for thematic investing
Article

The Case for Thematic Investing

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

February 9, 2021
Newton philosophy, Themes
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
February 4, 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
February 2, 2021
Coronavirus, Macro views, Real Return
Investment comment - January 2021
Article

Investment Outlook – January 2021

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

January 28, 2021
Macro views
Real return
Article

Real Return Team Viewpoint

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

January 25, 2021
Macro views, Real Return
Responsible investment quarterly report
Article

2020 Q4 – Responsible Investment Report

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

January 22, 2021
Responsible investment
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
January 18, 2021
Macro views, Real Return, Themes
Growing the sustainable pie the right way
Blog

Growing the Sustainable Pie the Right Way

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

Scott Freedman
January 12, 2021
Fixed income, Sustainable
Winds of change: three macro trends to watch
Article

Winds of Change: Three Macro Trends to Watch

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

December 18, 2020
Macro views, Real Return
Return of the Cyclicals
Blog

Return of the Cyclicals

We discuss the outlook for cyclical stocks.

Paul Markham
December 17, 2020
Coronavirus, Global equities, Sector research
ESG Cutting through the Jargon - Climate Change
Video

Talk: Cutting Through the ESG Jargon on Climate Change – Highlights

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

December 16, 2020
Responsible investment, Sustainable
Engaging for a Greener Future
Blog

Engaging for a Greener Future

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

Andrew Parry
December 15, 2020
Responsible investment, Sustainable, Themes
Gold, Box, Treasure
Blog

Gold: Tailwinds?

We discuss the outlook for the precious metal.

Catherine Doyle
December 14, 2020
Macro views, Real Return, Sector research
Rug, Home Decor, Art
Blog

UK Equities: Deal or No Deal

We discuss the outlook for UK equities.

Louise Kernohan
December 10, 2020
Themes, UK equities
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’

December 9, 2020
Macro views, Themes
Thematic investing
Article

Thematic Investing: What It Is and How We Do It

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

December 9, 2020
Newton philosophy, Sector research
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
December 9, 2020
Global income, Themes
Food, Burger, Plant
Blog

Responsible Investing and Plant-Based Meat Substitutes

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

Rebecca White
December 4, 2020
Responsible investment
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
November 27, 2020
Industry views, Sector research
Active ownership
Article

Active Ownership – Does It Work?

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

November 23, 2020
Responsible investment, Sustainable
Fast forward: A journey to the future of investment
Blog

The Future Today: Key Trends Shaping the Investment Landscape

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

Curt Custard
November 18, 2020
Coronavirus, Global equities, Macro views, Real Return, Responsible investment, Sector research, Sustainable, 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
November 17, 2020
Coronavirus, 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’.

November 12, 2020
Macro views, Themes
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
November 12, 2020
Coronavirus, Macro views, Real Return
US election
Blog

Biden: His Time

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

Paul Markham
November 9, 2020
Global equities, Macro views
US election
Blog

US Election: Bond Investors Shift Focus to 2021

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

Paul Brain
November 9, 2020
Fixed income, Macro views
Navigating the debt mountain
Blog

Navigating the Debt Mountain

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

Trevor Holder
November 3, 2020
Coronavirus, Emerging markets & Asia, Fixed income
Responsible investment quarterly report
Article

2020 Q3 – Responsible Investment Report

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

October 30, 2020
Responsible investment
Beyond the pandemic - Podcast
Audio

Beyond the pandemic: the bonds perspective: Part II

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

October 27, 2020
Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable
Investment comment - Oct 2020
Article

Investment Outlook – October 2020

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

October 27, 2020
Macro views
Preserve and protect 
Blog

Preserve and Protect

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

Suzanne Hutchins
October 26, 2020
Coronavirus, Macro views, Real Return
The Future of Work
Article

The Future of Work

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

October 23, 2020
Responsible investment
Real Return
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop.

October 23, 2020
Macro views, Real Return

Archive

Access all of our views in the following areas:

Emerging markets & Asia
Fixed income
Global equities
Global income
Industry views
Macro views
Multi-asset

Newton philosophy
Real Return
Responsible investment
Sector research
Sustainable
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 registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. 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. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved. Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd. (MAML), registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as an Investment Fund Manager and Commodity Trading Manager in Ontario. MAML is an indirect wholly owned subsidiary of The Bank of New York Mellon Corporation and is an affiliate of Newton’s. Unless otherwise indicated, all financial data is shown in U.S. dollars. This document has been provided in Canada by MAML for use with institutional investors only and may not be redistributed without authorization.