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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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real return

Real Return
Video

Global Real Return - Quarterly Outlook

Andy Warwick and Aron Pataki consider the investment outlook for 2023 and discuss where they see opportunities.

February 13, 2023
Macro views, Real Return
Article

Real Return Team Viewpoint - January 2023

After a brutal year for financial-market participants, are there blue skies on the horizon?

February 7, 2023
Macro views, Real Return
Real Return outlook
Article

Global Real Return: Our 2023 Outlook

With the backdrop uncertain and challenging, we assess the investment opportunities.

February 7, 2023
Macro views, Real Return
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
Investment thoughts from our Real Return team - Oct 2022
Article

Real Return Team Viewpoint

With monetary tightening and geopolitical tensions putting pressure on returns, where can investors find opportunities?

October 26, 2022
Macro views, Real Return
Keeping the lights switched on
Blog

Keeping the Lights Switched On

Energy security and decarbonization: are they mutually exclusive?

Philip Shucksmith
August 31, 2022
Real Return, Responsible investment, Sustainable
Vertical farming: a growing opportunity
Blog

Vertical Farming: A Growing Opportunity

We share our key learnings from a recent visit to a vertical farm.

Philip Shucksmith
August 16, 2022
Real Return, Responsible investment, Sustainable
Article

Real Return Team Viewpoint

As central banks attempt to curb inflation, are they hiking economies into recession?

July 29, 2022
Macro views, Real Return
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
Spinning on a new inflationary axis
Blog

Spinning on a New Inflationary Axis

We examine the conditions that have led to increasingly high levels of inflation.

Brendan Mulhern
June 30, 2022
Macro views, Real Return
Real Return outlook
Blog

Positioning for a New Market Regime

With financial markets remaining turbulent, which sectors and asset classes could present opportunities for an unconstrained multi-asset strategy?

Catherine Doyle
June 22, 2022
Multi-asset, Real Return
Investment thoughts from our Real Return team - Apr 2022
Article

Real Return Team Viewpoint

We discuss how the Russia-Ukraine crisis has accelerated the trend of deglobalization, and the implications for investors.

April 28, 2022
Macro views, Real Return
Copper: strong tailwinds, although the ride could be bumpy
Blog

Copper: Strong Tailwinds, Although the Ride Could Be Bumpy

With tight supply and growing demand, we discuss the outlook for copper.

Catherine Doyle
December 8, 2021
Real Return, Sector research
A monetary regime change or just a mild bout of inflation?
Blog

Not Another Financial Crisis

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

Brendan Mulhern
October 14, 2021
Macro views, Real Return
A monetary regime change or just a mild bout of inflation?
Blog

Inflation: The Only Question That Matters

We unpick the cozy consensus on inflation

Brendan Mulhern
August 25, 2021
Macro views, Real Return
On the defensive
Blog

On the Defensive

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

Matt Brown
May 25, 2021
Macro views, Real Return
No longer glittering
Blog

No Longer Glittering?

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

Catherine Doyle
April 12, 2021
Multi-asset, Real Return, Sector research
Bitcoin
Blog

Bitcoin – Fool’s Gold or Digital Mecca?

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

Catherine Doyle
February 4, 2021
Multi-asset, Real Return, Sector research
Is the stage set for inflation?
Blog

Is the Stage Set for Inflation?

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

Aron Pataki
February 2, 2021
Macro views, Real Return
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
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
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
Macro views, Real Return
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
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
Defined contribution, Macro views, Real Return
QE 4 to the rescue? Not quite…
Blog

QE 4 to the Rescue? Not Quite…

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

Brendan Mulhern
December 9, 2019
Macro views, Multi-asset, Real Return, 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.