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Insight

macro views

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
Winds of change: three macro trends to watch
Article

Winds of Change: Three Macro Trends to Watch

We look at three macro trends that investors need to be aware of.

December 18, 2020
Macro views, Real Return
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
The importance of thematic investing
Audio

The importance of thematic investing: Part two

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

December 9, 2020
Macro views, Themes
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
The importance of thematic investing
Audio

The importance of thematic investing: Part one

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

November 12, 2020
Macro views, 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
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
Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable
Investment comment - Oct 2020
Article

Investment Outlook – October 2020

For much of the quarter, financial markets appeared to have returned to business as usual.

October 27, 2020
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
Real Return
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop.

October 23, 2020
Macro views, Real Return
Beyond the pandemic - Podcast
Audio

Beyond the pandemic: the bonds perspective

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

October 21, 2020
Coronavirus, 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
Coronavirus, Fixed income, Macro views, Sector research, Themes
Investment comment July 2020
Article

Investment Outlook

Equity markets appeared at times to be detached from reality as they rebounded strongly during the second quarter.

July 21, 2020
Macro views
Investment thoughts from our Real Return team
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop.

July 15, 2020
Macro views, Real Return
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
Podcast: Looking through the pandemic episode-1
Audio

Looking Through the Pandemic: Part II

How is the pandemic changing global trends?

July 9, 2020
Coronavirus, Macro views, Responsible investment, Sector research, Sustainable
Podcast: Looking through the pandemic episode-1
Audio

Looking Through the Pandemic: Part I

How will Covid-19 shape the post-pandemic investment landscape?

June 24, 2020
Coronavirus, Macro views, Responsible investment, Sector research, Sustainable
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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.