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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

global equities

Blog

What Does Net Zero Mean for Portfolios?

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonization.

James A Lydotes, Philip Shucksmith
January 27, 2023
Global equities, Real Return, Sustainable
2023 Mobility Outlook
Blog

2023 Mobility Outlook

Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.

George Saffaye, Robert C Zeuthen, Frank J Goguen
January 25, 2023
Global equities, Industry views, Sector research
Blog

ADAS, on the Road to Autonomy

We explore potentially life-saving advanced driver assistance system technology.

Robert C Zeuthen, Frank J Goguen, George Saffaye
January 17, 2023
Global equities, Industry views, Sector research
Blog

Biofuels: Fueling the Next Food Crisis?

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

Albert Chu
January 16, 2023
Global equities, Industry views
Global equities: Our outlook for 2023
Blog

Global Equities: Our Outlook for 2023

We examine the current macro backdrop and where investors can potentially find pockets of growth.

John R Porter III
December 23, 2022
Global equities, Sector research
2023 Outlook for Global Infrastructure
Blog

2023 Outlook for Global Infrastructure

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

James A Lydotes
December 16, 2022
Global equities, Sector research
Unpacking the Future of Blockchain
Blog

Unpacking the Future of Blockchain

We discuss our 2023 outlook.

Jonathan Piskorowski
December 8, 2022
Global equities, Sector research
Agriculture, Nature, Outdoors
Blog

2023 Outlook for Global Natural Resources: Volatility and the Scarcity Economy

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

Albert Chu
December 7, 2022
Global equities, Sector research
Investment Matters
Audio

How Can a Different Approach to Equity Investment Address the New Market Regime?

How can a different approach to equity investment seek out opportunities in a radically different market regime?

December 6, 2022
Global equities, Macro views, Multi-asset, Sector research
Climate Change and Agriculture
Blog

Climate Change and Agriculture

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

Albert Chu
November 28, 2022
Global equities, Sector research
Article

Different Approach, Different Outcome

Rethink your core equity allocation with Newton’s Dynamic Equity strategy.

October 28, 2022
Global equities, US equities
The Importance of Water to Agriculture
Blog

The Importance of Water to Agriculture

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

Albert Chu
October 26, 2022
Global equities, 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
Global infrastructure: Tangible assets for tangible returns?
Blog

Global Infrastructure: Tangible Assets for Tangible Returns?

Global infrastructure securities can hold up as a buffer in this inflationary environment.

James A Lydotes
October 5, 2022
Global equities, Sector research
The Geopolitics of Agriculture and Food
Blog

The Geopolitics of Agriculture and Food

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

Albert Chu
September 21, 2022
Global equities, Sector research
Investing in an era of unusual change
Blog

Genetic Medicines: A Two-Decade Revolution in Health Care?

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

Matthew Jenkin
September 13, 2022
Global equities, Industry views, Sector research, US equities
The Emergence of Enterprise Blockchain Applications
Blog

The Emergence of Enterprise Blockchain Applications

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

Jonathan Piskorowski
September 1, 2022
Global equities, Sector research
The Hesitant IPO Market
Blog

The Hesitant IPO Market

We explore the effects of the current macroeconomic environment on the IPO market.

Jack Encarnacao
August 31, 2022
Global equities, UK equities, US equities
Texture, Pattern, Rug
Blog

The Escalation of Cybersecurity’s Threat Environment

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.

Robert C Zeuthen, Connor Middleton
August 24, 2022
Global equities, Sector research, Themes
Understanding the Shifting Agricultural Landscape
Blog

Understanding the Shifting Agricultural Landscape

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

Albert Chu
August 22, 2022
Global equities, Sector research
Graphics, Art, Crystal
Blog

The Next Wave of Digital Transformation

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

Robert C Zeuthen, Maria Toneva
August 17, 2022
Global equities, Sector research, Themes
Electronics, Hardware, Electronic Chip
Blog

The New Tech Cold War

A decoupling of US and China technology ecosystems presents opportunities.

Richard Bullock, Robbie Henderson
August 12, 2022
Global equities, Sector research, Themes
Infrastructure Investing Against a Backdrop of Rising Rates
Article

Infrastructure Investing Against a Backdrop of Rising Rates

Analyzed properly, we believe hard assets underpinning infrastructure equities can provide a natural hedge in an inflationary environment.

July 28, 2022
Global equities
Supercharging the Global Electric Vehicle Supply Chain
Blog

Supercharging the Global Electric Vehicle Supply Chain

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

Robert C Zeuthen, Frank J Goguen, George Saffaye
July 27, 2022
Global equities, Industry views, Sector research
Why now for US small and mid-cap investments?
Audio

Why Now for US Small and Mid-Cap Investments?

Why now for US small and mid-caps?

June 23, 2022
Global equities, Macro views, Newton philosophy, Sector research, US equities
Through the Looking Glass
Article

Through the Looking Glass: Cobwebs, Turkeys, and Our Views on Global Natural Resources

We believe in the attractiveness of the global natural resource sector and its place in a well-diversified portfolio.

May 23, 2022
Global equities, Macro views
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
Deal or no deal?
Blog

Deal or No Deal

How do Russia's latest demands over Ukraine impact future European security?

Richard Bullock
January 28, 2022
Emerging markets & Asia, Global equities, Sector research, Sustainable, Ukraine
Emerging giants: Can India emulate China's recent growth?
Audio

China and India: taking a sustainable approach

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

January 4, 2022
Emerging markets & Asia, Global equities, Macro views, Responsible investment, Sector research, Sustainable
Capitalizing on the Wide-Ranging Impact of Blockchain Technology
Article

Breaking Down Blockchain Series: Part 3 - Capitalizing on the Wide-Ranging Impact of Blockchain Technology

Blockchain technology has the potential to massively disrupt several industries.

December 30, 2021
Global equities
Bitcoin: The New Smart Money - Part 1
Article

Breaking Down Blockchain Series: Part 1 - Bitcoin: The New Smart Money

A fundamental understanding of cryptocurrencies can help investors understand Blockchain’s possible implications.

December 9, 2021
Global equities
The Transformation Toward Digital Liquidity
Article

Breaking Down Blockchain Series: Part 2 - The Transformation Toward Digital Liquidity

Blockchain may have the potential to fundamentally change the longstanding infrastructure of the financial sector and other industries.

December 9, 2021
Global equities
The Crypto Asset Iceberg
Article

The Crypto Asset Iceberg

What might be some longer-term implications of the meteoric rise of Bitcoin's price?

December 9, 2021
Global equities
Unchaining Distributed Ledger Technology
Article

Unchaining Distributed Ledger Technology

With numerous pitfalls, navigating the nebulous environment of cryptoassets can be perilous.

December 9, 2021
Global equities
The Rise of Bitcoin
Article

The Rise of Bitcoin

We explore the rise of Bitcoin as cryptocurrencies continue their migration to mainstream investable blockchain technology.

December 9, 2021
Global equities
Enterprise Blockchain: Urgency Builds as Needs Intensify
Article

Enterprise Blockchain: Urgency Builds as Needs Intensify

Momentum for enterprise blockchain is reaching a tipping point, and 2019 could be the year for broad adoption.

December 9, 2021
Global equities
Building the Future of Blockchain
Article

Building the Future of Blockchain

Discover how the blockchain platform is linking businesses and governments with transformational benefits.

December 9, 2021
Global equities
Outer Space, Space, Universe
Blog

Which Areas of Accounting Need Improving?

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

Jeremy Stuber
October 22, 2021
Global equities, Industry views, Sector research
Return of the Cyclicals
Blog

Return of the Cyclicals

We discuss the outlook for cyclical stocks.

Paul Markham
December 17, 2020
Global equities, Sector research
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: All Eyes on November

With the US election fast approaching, we assess the potential implications for markets.

Paul Markham
September 30, 2020
Global equities
Gene Technology in the Fight Against Covid-19
Article

Gene Technology in the Fight Against Covid-19

Discover how innovations in gene technology are helping us combat the Covid-19 virus.

July 31, 2020
Global equities, Sector research
Gene Therapy: Building Blocks of Change
Article

Gene Therapy: Building Blocks of Change

Gene therapy could redefine the healthcare industry. We explore the science behind what’s changing.

August 30, 2019
Global equities, Sector research
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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.