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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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Insight

fixed income

Sovereign sustainability
Article

Assessing the Sustainability of Sovereign Bonds

Why we believe Newton Investment Management Ltd’s sovereign sustainability process is a key differentiator.

March 27, 2023
Fixed income, Sustainable
Breaking the System
Blog

Breaking the System

We analyze the potential consequences of tighter money supply and changing central-bank rate policy

Paul Brain
March 22, 2023
Fixed income, Macro views, Sector research, Themes
Brainwaves episode 4: SVB, monetary policy and the bond markets
Video

Brainwaves Episode 4: SVB, Monetary Policy and the Bond Markets

Paul Brain considers what the collapse of Silicon Valley Bank means for bond markets.

March 21, 2023
Fixed income
Brainwaves episode 3: Has the bond market been getting it wrong?
Video

Brainwaves Episode 3: Has the Bond Market Been Getting It Wrong?

Fixed-income head Paul Brain discusses how bond markets can predict the economic cycle.

March 14, 2023
Fixed income
Brainwaves Episode 2: The bond outlook from Europe
Video

Brainwaves Episode 2: The Bond Outlook from Europe

Paul Brain discusses the bond outlook from Europe.

February 17, 2023
Fixed income
Coat, Clothing, Jacket
Video

Brainwaves Episode 1: The Outlook for Bonds in 2023

Why was 2022 so bad for bonds, and why are we more optimistic for 2023?

February 15, 2023
Fixed income, Macro views
Blog

Global Bond Outlook: How Far Can the Rally Go?

We analyze the prospects for bond markets in 2023.

Paul Brain
January 6, 2023
Fixed income, Macro views, Themes
The journey to net zero in fixed income
Blog

The Journey to Net Zero in Fixed Income

Bond investors can play a pivotal role in moving the planet to a lower-carbon way of life.

Scott Freedman
January 4, 2023
Fixed income, Industry views, Responsible investment, Sustainable
Beyond the boundaries: investment opportunities in a new market regime
Article

Beyond the Boundaries: Investment Opportunities in a New Market Regime

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

December 21, 2022
Fixed income, Global income, Macro views, Themes
Newton Investment Management Logo
Blog

Second Time Lucky?

We assess the prospects for UK government bonds

Howard Cunningham
November 1, 2022
Defined contribution, Fixed income, Macro views, Sector research
Policy response
Blog

Vladimir Putin: Mr. Three Per Cent?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Richard Bullock
October 24, 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Ukraine
Paul Brain
Video

Opportunities in a Rising Rate Environment

Where now for global bond investors?

October 24, 2022
Fixed income, Macro views, Sector research
Made in Vietnam?
Blog

Vietnam: Supply-Chain Superstar

Key (and sometimes surprising) findings from a recent trip to Vietnam.

Richard Bullock
October 4, 2022
Emerging markets & Asia, Fixed income, Sector research, Themes
Blog

UK Mini Budget: The Closest Thing to Crazy?

We analyze potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.

Howard Cunningham
September 28, 2022
Fixed income, Macro views
The power of divergence
Blog

The Power of Divergence

We analyze how diverging economies can create opportunities for bond investors with a global mindset.

Paul Brain
September 1, 2022
Fixed income, Macro views, Themes
Evolution not revolution: how our macro themes evolve
Blog

Evolution Not Revolution: How Our Macro Themes Evolve

We explain how our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

Paul Brain
August 18, 2022
Fixed income
Diverging fortunes: unearthing US bond opportunities
Blog

Diverging Fortunes: Unearthing US Bond Opportunities

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

Paul Brain
June 7, 2022
Fixed income, Macro views, Sector research, Themes, Ukraine
Investment matters: Russia, China and the new world order
Audio

Russia, China and the New World Order

How the Ukraine conflict could change the geopolitical and investment landscape.

May 19, 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
Blog

Russian Bear and Chinese Dragon

Feasting on honey or playing with fire?

Richard Bullock
May 4, 2022
Emerging markets & Asia, Fixed income, Global equities, Ukraine
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
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
Symbol, Road Sign, Sign
Blog

Inflation: Stick or Twist?

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

Paul Brain
November 29, 2021
Fixed income
Insights
Blog

Time for Taper Tantrum II?

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

Paul Brain
September 17, 2021
Fixed income, Sector research
Something strange in bond markets
Blog

Something Strange in Bond Markets

We assess the drivers behind unusual recent moves in global bond markets and consider what may happen next.

Paul Brain
July 28, 2021
Fixed income
From niche to mainstream
Blog

From Niche to Mainstream

How sustainable fixed-income investing is growing in prominence, and why an active approach makes sense.

Catherine Doyle
June 29, 2021
Fixed income, Responsible investment, Sustainable
Investment Matters - Episode 10
Audio

Bonds: Spotlight on sustainable fixed income

Where are the best opportunities for sustainable-bond investors?

April 21, 2021
Fixed income, Sector research, Sustainable
Inflationary Fears Overdone?
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
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
Emerging markets & Asia, Fixed income
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
Fixed income, Macro views, Responsible investment, Sector research, Sustainable
Investment Matters - Podcast
Audio

Beyond the pandemic: the bonds perspective

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

October 21, 2020
Fixed income, Macro views, Responsible investment, Sector research, Sustainable
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
Fixed income, Macro views, Sector research, Themes
Doing the right thing: ESG and EMD
Blog

Doing the Right Thing: ESG and EMD

We analyze the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

Carl Shepherd, Trevor Holder
July 28, 2020
Emerging markets & Asia, Fixed income, Responsible investment, Sector research, Sustainable
Blog

European Recovery Assured?

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

Paul Brain
July 23, 2020
Fixed income, 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

Time to Be Peso-mistic?

With Argentina raising interest rates to 40% to defend its rapidly falling currency, what does the future hold?

Carl Shepherd
May 25, 2018
Emerging markets & Asia, Fixed income
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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.