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Article

macro views

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
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
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
Real Return
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop.

October 23, 2020
Macro views, Real Return
Investment comment July 2020
Article

Investment Outlook

Equity markets appeared at times to be detached from reality as they rebounded strongly during the second quarter.

July 21, 2020
Macro views
Investment thoughts from our Real Return team
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop.

July 15, 2020
Macro views, Real Return
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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.