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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

industry views

Natural-Resource Equities: The Case for Asset Class Allocation
Article

Natural-Resource Equities: The Case for Asset Class Allocation

We discuss the unique characteristics of this hybrid asset class.

March 17, 2023
Industry views
Blog

Utilities and the Regulatory Arms Race  

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

James A Lydotes
March 1, 2023
Global equities, Industry views, Sector research, Sustainable
Forced Labor, Supply Strain
Audio

Forced Labor, Supply Strain

How is a US forced labor law aimed at China causing a logjam of goods in US ports?

February 20, 2023
Industry views, Responsible investment
The Environmental Effects of Digitalization
Blog

The Environmental Effects of Digitalization

We examine the environmental implications of the ever-expanding digital world.

Onkar Jagtap, Robert C Zeuthen
February 17, 2023
Global equities, Industry views, Sector research, Themes
Artificial Intelligence: The Third Epoch of Technology
Blog

Artificial Intelligence: The Third Epoch of Technology

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

Newton secular research team
February 8, 2023
Global equities, Industry views, Sector research, Themes
Blog

Retake on Double Take: Climate Adaptation

We investigate how investing in climate adaptation could help protect our planet’s future.

Jack Encarnacao, Raphael J. Lewis
February 7, 2023
Industry views, Sector research, Sustainable
Blog

Retake on Double Take: Commercial Real Estate

We examine the future of commercial real estate and its implications for employers and employees alike.

Jack Encarnacao, Raphael J. Lewis
February 2, 2023
Industry views, Macro views, Sector research
Investing in climate adaptation
Audio

Investing in Climate Adaptation

How could scalable technology help mitigate the impacts of climate change?

January 26, 2023
Industry views, Sector research, 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
How to value a company during a pandemic
Blog

Financial and Sustainability Reporting – The Search for the Best Attainable Version of the Truth

We discuss the evolution of sustainability reporting.

Jeremy Stuber
January 24, 2023
Industry views, Sector research
Adapting to Climate Change
Audio

Adapting to Climate Change

Why should we be concerned about investing in climate crisis adaption today?

January 19, 2023
Industry views, Sector research, Sustainable
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, Themes
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
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
A Blueprint for Commercial Real Estate’s Future
Audio

A Blueprint for Commercial Real Estate’s Future

Explore how commercial real estate can build from pandemic lows as offices reopen.

December 8, 2022
Industry views, Macro views, Sector research
Evolution not revolution: how our macro themes evolve
Blog

Quality Over Quantity: Making Sustainable Engagements Count

Why we believe effective sustainable engagement requires a truly holistic approach and a focus on quality over quantity.

Jennifer Law
December 6, 2022
Industry views, Newton philosophy, Responsible investment, Sustainable
2021: better income outcomes?
Blog

COP27: What Do We Want and What Might We Get?

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

Newton responsible investment team
November 7, 2022
Industry views, Responsible investment, Sector research, Sustainable
Autonomous Roadblocks
Audio

Autonomous Roadblocks

What are the barriers to safe autonomous driving?

November 7, 2022
Industry views, Macro views, Sector research
Value Opportunities in the Industrials Sector
Blog

Value Opportunities in the Industrials Sector

We discuss promising relative-value scenarios.

Newton US large cap value & income team
November 1, 2022
Industry views, Sector research, US equities
Retake on Double Take: A UK Winter of Discontent
Blog

Retake on Double Take: A UK Winter of Discontent

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

Jack Encarnacao, Raphael J. Lewis
October 25, 2022
Industry views, Macro views, Sector research
A UK Winter of Discontent
Audio

A UK Winter of Discontent

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

October 11, 2022
Industry views, Macro views, Sector research
Forced labour and supply chains
Blog

Forced Labor and Supply Chains

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

Rebecca White, Raphael J. Lewis
October 4, 2022
Industry views, Responsible investment
Responsible investment 2.0: the asset management transition story
Blog

Responsible Investment 2.0: The Asset Management Transition Story

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.…

Therese Niklasson
October 3, 2022
Industry views, Responsible investment, Sustainable
Wristwatch, Coin, Money
Blog

Retake on Double Take: Compliant Crypto

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

Jack Encarnacao, Raphael J. Lewis
September 27, 2022
Industry views, Macro views, 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
To amortise, or not to amortise, that is the question
Blog

To Amortize, or Not to Amortize, That Is the Question

We discuss the challenges of accounting for goodwill.

Jeremy Stuber
September 6, 2022
Industry views, Sector research
Office Building, Building, High Rise
Blog

Retake on Double Take: Equity and Inclusion

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

Raphael J. Lewis, Jack Encarnacao
August 23, 2022
Industry views, Macro views, Sector research
Defence stocks and ESG
Blog

Defense Stocks and ESG

We outline the key ESG issues related to defense and how we integrate these in our investment approach.

Sakshi Bahl
August 22, 2022
Industry views, Responsible investment, Sustainable
Person, Human, Rug
Blog

Retake on Double Take: Diversity and Human Capital

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

Raphael J. Lewis, Jack Encarnacao
August 19, 2022
Industry views, Macro views, Sector research
Is your multi-asset strategy fit for the future?
Article

Is Your Multi-Asset Strategy Fit for the Future?

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

July 29, 2022
Industry views, Macro views, Multi-asset, Real Return
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
Compliant Crypto
Audio

Compliant Crypto

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

July 27, 2022
Industry views, Macro views, Sector research
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.

Newton US large cap value & income team
July 23, 2022
Industry views, Sector research, US equities
Retake on Double Take: The Reshoring Decision
Blog

Retake on Double Take: The Reshoring Decision

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

Raphael J. Lewis, Jack Encarnacao
June 30, 2022
Industry views, Macro views, Sector research
Diversity and Human Capital
Audio

Diversity and Human Capital

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

June 30, 2022
Industry views, Macro views, Sector research
Streaming to success
Blog

Streaming to Success?

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

Connor Middleton
June 23, 2022
Industry views, Multi-asset, Sector research
How to value a company during a pandemic
Blog

It Was the Best of Deals, It Was the Worst of Deals

We discuss how investors assess and monitor acquisitions.

Jeremy Stuber
June 15, 2022
Industry views, Sector research
Global Equities: Navigating a Volatile Backdrop
Blog

Global Equities: Navigating a Volatile Backdrop

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

John R Porter III
June 6, 2022
Industry views, Macro views, Sector research
Retake on Double Take: A Nuclear Renaissance?
Blog

Retake on Double Take: A Nuclear Renaissance?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

Raphael J. Lewis, Jack Encarnacao
May 26, 2022
Industry views, Macro views, Sector research, Sustainable
The reshoring decision
Audio

The Reshoring Decision

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

May 23, 2022
Industry views, Macro views, Sector research
A nuclear renaissance?
Audio

A Nuclear Renaissance?

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

April 21, 2022
Industry views, Macro views, Responsible investment, Sector research
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
Light, Laser, Graphics
Audio

Data Privacy and Regulating Big Tech

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

March 9, 2022
Industry views, Macro views, Sector research
2022: The Investment Road Ahead
Audio

2022: The Investment Road Ahead

How should investors be positioned in 2022 and beyond? We discuss in our latest episode of Double Take.

February 3, 2022
Industry views, Macro views
UK equities: time to keep a cool head
Blog

The Value of a Smile … It Costs Nothing but Creates Much

The importance of (and challenges with) valuing intangibles.

Jeremy Stuber
January 31, 2022
Industry views, Sector research
Buy Now, Pay Later
Audio

Buy Now, Pay (More?) Later?

We explore this year’s red-hot payment installment program that is supercharging holiday gifting – buy now, pay later.

December 21, 2021
Industry views, Macro views
Is music streaming an industry friend or foe?
Blog

Is Music Streaming an Industry Friend or Foe?

We assess the evolving market landscape of the music streaming industry.

Paul Flood
December 3, 2021
Industry views, Multi-asset
Supply Chain Reaction
Audio

Supply Chain Reaction

The latest Double Take investigates the links between Covid, consumer demand, cargo, and the current supply chain crisis.

November 17, 2021
Industry views, Macro views, 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
Investment Matters
Audio

How Will We Get to Net Zero? Part II

Why cooperation on reducing carbon emissions must be truly global.

August 3, 2021
Industry views, Responsible investment, Sector research, Sustainable
Investment Matters
Audio

How Will We Get to Net Zero? Part I

Tackling climate change: How did we get here?

July 16, 2021
Industry views, Macro views, Responsible investment, Sector research, Sustainable
Outer Space, Space, Universe
Blog

Global Minimum Tax: Why It Matters

Why we believe tax is under-analyzed, and how it informs our broader view of governance.

Jeremy Stuber
June 24, 2021
Industry views, Sector research
How to value a company during a pandemic
Blog

How to Value a Company During a Pandemic

We discuss how the pandemic has distorted standard valuation measures.

Jeremy Stuber
May 14, 2021
Industry views, Sector research
Blog

Turnover Is Vanity, Profit Is Sanity, but Cash Is Reality

Making the case for revisiting companies’ cash flow statements.

Jeremy Stuber
February 25, 2021
Industry views, Sector research
Building, Factory, Refinery
Blog

A Turning Point for US Energy Policy?

We consider how Joe Biden’s election win might change the outlook for the energy sector.

Laura Sheehan
November 27, 2020
Industry views, Sector research
ABCs of ESG
Blog

The ABCs of ESG

Why we believe environmental, social and governance factors are critical to investment decision-making, regardless of ethics or values.

Curt Custard
October 16, 2020
Industry views, Responsible investment
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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.