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The site you are about to enter is intended for Canadian institutional investors only, defined as 'Permitted Clients' in National Instrument 31-103 only. 'Newton' and/or 'Newton Investment Management' is a corporate brand which refers to the following group of affiliated companies: Newton Investment Management Limited (NIM) and Newton Investment Management North America LLC (NIMNA). NIM is availing itself of the International Adviser Exemption ("IAE") in the following Canadian Provinces: Alberta, British Columbia, Ontario and Québec. The IAE is in compliance with National Instrument 31-103, Registration Requirements, Exemptions and Ongoing Registrant Obligations. NIMNA is availing itself of the IAE in the following Canadian Provinces: Alberta, British Columbia and Manitoba. The IAE is in compliance with National Instrument 31-103, Registration Requirements, Exemptions and Ongoing Registrant Obligations.

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Newton US large cap value & income team

Insights from the Newton US large cap value & income team

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Blog

The Rebalancing Act: Large Cap Value’s Stability May Provide Dividends

Mega-cap tech firms have led returns, but with valuations stretched, the right move may be into value.

March 7, 2025 Chris Hazelton, Newton US large cap value & income team
Blog

US Dynamic Large Cap Value Outlook 2025: Another Year of ‘Known Unknowns’

We discuss how a balanced approach can help navigate market uncertainty in 2025.

January 3, 2025 Chris Hazelton, Newton US large cap value & income team
Blog

Large-Cap Value Investing: A Beacon of Stability

Could large-cap value stocks provide a port in the storm?

November 27, 2024 Chris Hazelton, Meghan Bruni, Newton US large cap value & income team
Blog

The Time Is (Always) Right for Value Investing

Discover how value investing can bring balance to a portfolio without sacrificing performance.

September 30, 2024 Chris Hazelton, Newton US large cap value & income team
Blog

Large Cap Value Investing: Maintaining Balance

Changing investor sentiment is putting money in motion.

August 16, 2024 Chris Hazelton, Newton US large cap value & income team
Blog

2024 Election: Manufacturing Poised for Victory

The appeal for a manufacturing renaissance crosses party lines.

April 12, 2024 Newton US large cap value & income team
Blog

Finding Value Away from the Herd

Now may the time to diversify beyond mega-cap technology stocks.

March 14, 2024 Newton US large cap value & income team
Water, Waterfront, Outdoors
Blog

Not Your Parents’ Energy Sector

Energy companies adjust their focus.

February 13, 2024 Newton US large cap value & income team
Livestock, Animal, Antelope
Blog

US Dynamic Large Cap Value Outlook: Balance

We explain why we believe heightened volatility requires a balanced approach.

December 7, 2023 Newton US large cap value & income team
Value Opportunities in the Industrials Sector
Blog

Value Opportunities in the Industrials Sector

We discuss promising relative-value scenarios.

November 1, 2022 Newton US large cap value & income team
Where We Find Value in Value Investing
Blog

Where We Find Value in Value Investing

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

July 23, 2022 Newton US large cap value & income team
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This is a financial promotion. Issued by Newton Investment Management Limited, 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.