Legal disclaimer

Cancel

Continue

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.

By using this website I also confirm that:
I accept the Terms of Use and I agree to comply with them – View our Important information

Cancel

Continue

Newton Investment Management

  • Portal login
  • Canada
Canada
  • About Newton
    Back
    • Our Purpose
    • Our Clients
    • Our People
    • Our Culture
    • Corporate Responsibility
    • Diversity, equity and inclusion
    • Careers
    • Media
  • Strategies
    Back
    • All Strategies
    • Featured Strategies
      Back
      • Global Real Return
      • US Large Cap Equity
      • Dynamic Total Return
      • Global Dynamic Bond
      • Global Equity Income
      • Internet of Things
    • By Investment Approach
      Back
      • Absolute-Return Strategies
      • Equity Opportunities Strategies
      • Multi-Asset Solutions
      • Income Strategies
      • Fixed Income Strategies
      • Sustainable Strategies
      • Thematic Strategies
    • By Asset Class
  • Themes
    Back
    • Our Thematic Investment Process
    • Our Themes
      Back
      • China Influence
      • Consumer Power
      • Earth Matters
      • Financialization
      • Healthy Demand
      • Net Effects
      • Population Dynamics
      • Smart revolution
      • State intervention
  • Responsible Investment
  • Insights
    Back
    • Ukraine
    • The big picture
    • Real Return
    • Multi-asset
    • Global equities
    • Emerging markets & Asia
    • Fixed income
    • Responsible and Sustainable
  • Blog
    Back
    • Categories
      Back
      • The big picture
      • Real Return
      • Multi-asset
      • Global equities
      • Emerging markets and Asia
      • Fixed income
      • Responsible and sustainable
    • Authors
  • Contact
    Back
    • Careers
Newton Portal
Canada Canada

Insight

global equities

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
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
Re-Entry Point: Current Volatility Provides Opportunity for SMID Growth
Article

Re-Entry Point: Current Volatility Provides Opportunity for SMID Growth

We believe current economic conditions can offer attractive entry points to world-class growth companies for investors.

May 11, 2022
Global equities
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
Equity income: the academic evidence supporting the sector
Audio

Why equity-income investing is back.

Why equity income, why now?

March 18, 2022
Global equities, Global income, Macro views, Responsible investment, Sector research, Sustainable
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
The digital revolution: have investors missed the boat?
Article

The Digital Revolution: Have Investors Missed the Boat?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

November 30, 2021
Global equities, Macro views, UK equities
How to invest in an inflationary environment
Article

How to Invest in an Inflationary Environment

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

November 26, 2021
Fixed income, Global equities, Global income, Multi-asset, Real Return
Dynamic Equity
Article

Different Approach, Different Outcome

When launched in 1989, most agreed that Dynamic Equity was an innovative yet unconventional approach.

November 11, 2021
Global equities, Multi-asset
The new tech cold war: unearthing opportunities in a silicon-focused world
Article

The New Tech Cold War: Unearthing Growth in a Silicon-Focused World

Navigating the US/China semiconductor rivalry to unearth long-term growth opportunities.

October 28, 2021
Emerging markets & Asia, Global equities, Sector research
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
What's Next for Value
Article

What’s Next for Value

A promising macro backdrop and robust earnings growth suggest that the value rally has further to go.

July 29, 2021
Global equities, Macro views
The Pioneering Frontier
Article

The Pioneering Frontier

From distributed ledger technology to the biophysical economy, frontier themes could be a roadmap to potential future growth.

July 20, 2021
Global equities, Themes
Bridging the US Digital Divide
Article

Bridging the US Digital Divide

Adequate connectivity is necessary for educational and socioeconomic opportunities yet our most vulnerable communities are disproportionately disadvantaged.

June 24, 2021
Global equities, Themes
Blending Art and Science: Bitcoin Valuations
Article

Blending Art and Science: Bitcoin Valuations

We explore different valuation methods that can be applied to the Bitcoin and potentially other cryptocurrencies.

March 25, 2021
Global equities, Themes
Equity income: the academic evidence supporting the sector
Audio

Equity income: the academic evidence supporting the sector

We look at recent academic work that underpins the effectiveness of global equity-income investing.

March 18, 2021
Global equities, Global income, Macro views, Sector research
The Roaring 20s Reprised
Article

The Roaring 20s Reprised

We examine the evidence for an impending consumer boom against a backdrop of remarkable parallels to the late…

March 8, 2021
Global equities, Macro views
On the Edge: New Opportunities, Technologies & Threats
Article

On the Edge: New Opportunities, Technologies & Threats

Edge computing is poised to play an essential role in the post-COVID-19 global economy.

February 18, 2021
Global equities, Themes
Smart Cities: Connecting to a Healthier World
Article

Smart Cities: Connecting to a Healthier World

We examine how Smart Cities have fared during the pandemic and the benefits they can deliver their constituents.

February 11, 2021
Global equities, Themes
Investment Themes for Global Growth: A Letter from John Porter
Article

Investment Themes for Global Growth: A Letter from John Porter

Chief Investment Officer and Head of Equity John Porter introduces this year’s series of thematic insights.

January 14, 2021
Global equities, Themes
Consumer Themes: How Society is Changing
Article

Consumer Themes: How Society is Changing

Explore how consumer preferences reshape industries and drive key opportunity sets.

January 5, 2021
Global equities, Themes
Return of the Cyclicals
Blog

Return of the Cyclicals

We discuss the outlook for cyclical stocks.

Paul Markham
December 17, 2020
Coronavirus, Global equities, 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
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
  • Site map
  • Social media
  • Cookie policy
  • Manage cookies
  • BNY Mellon privacy notice
  • Important information
  • Careers
  • Contact
A BNY Mellon Company

Follow us

Select your location

Investor type

Individual Investors will be redirected to bnymellon.com

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.