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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 Investment Management

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Newton Portal
Canada Canada

Blog

macro views

Server, Computer, Hardware
Blog

Retake on Double Take: Data Privacy and Regulating Big Tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

Raphael J. Lewis, Jack Encarnacao
April 4, 2022
Industry views, Macro views, Sector research
Ukraine Russia war soldier
Blog

Russian Bear: Exiled and Grizzly

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

Richard Bullock
March 23, 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Ukraine
Inflation Hedging in Strategic Asset Allocations: Gold or Something Else?
Blog

Inflation Hedging: Gold or Something Else?

Conventional wisdom says that traditional stock and bond investments typically perform poorly during inflation episodes.

Roberto M Croce
March 16, 2022
Macro views
Russian bear out in the cold
Blog

Russian Bear Out in the Cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

Richard Bullock
March 3, 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
On the rise…
Blog

On the Rise…

We assess what the Fed’s latest monetary-policy signaling could mean for bond markets.

Paul Brain
January 28, 2022
Fixed income, Macro views, Sector research
A monetary regime change or just a mild bout of inflation?
Blog

Not Another Financial Crisis

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

Brendan Mulhern
October 14, 2021
Macro views, Real Return
A monetary regime change or just a mild bout of inflation?
Blog

Inflation: The Only Question That Matters

We unpick the cozy consensus on inflation

Brendan Mulhern
August 25, 2021
Macro views, Real Return
On the defensive
Blog

On the Defensive

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

Matt Brown
May 25, 2021
Coronavirus, Macro views, Real Return
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
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
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
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
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
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
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
August 20, 2020
Coronavirus, Fixed income, Macro views, Sector research, Themes
Is volatility here to stay?
Blog

Is Volatility Here to Stay?

We provide our macro outlook for the second half of 2020.

Suzanne Hutchins
July 10, 2020
Coronavirus, Defined contribution, Macro views, Real Return
QE 4 to the rescue? Not quite…
Blog

QE 4 to the Rescue? Not Quite…

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

Brendan Mulhern
December 9, 2019
Macro views, Multi-asset, Real Return, Sector research
Megacities medium
Blog

Megacities – Where Themes Collide

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

Newton global research team
November 28, 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research
Blog

Party Like It’s Norway (or Not)

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

Jon Day
June 26, 2019
Fixed income, Macro views
Blog

Planting the Seeds of Discord

Improvements sparked by the advent of the plough help to inform our view that trade wars produce no…

Brendan Mulhern
June 15, 2018
Macro views
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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.