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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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Newton Portal
Canada Canada

Insight

themes

Pushing back on plastic
Blog

Pushing Back on Plastic

As Plastic Free July continues, we assess opportunities around reducing the environmental impact of plastic and packaging waste.

Newton global research team
July 21, 2021
Responsible investment, Sustainable, Themes
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
Seven Deadly Sins of Quantitative Investing Using Machine Learning
Article

Seven Deadly Sins of Quantitative Investing Using Machine Learning

Machine learning can be a powerful tool but its application requires special care.

March 24, 2021
Multi-asset, Themes
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
Why now for equity income investing?
Audio

Why now for equity income investing?

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.

February 16, 2021
Global income, Macro views, 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
The case for thematic investing
Article

The Case for Thematic Investing

Why we believe using themes to guide an investment process can help to deliver long-term sustainable returns.

February 9, 2021
Newton philosophy, Themes
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
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
Engaging for a Greener Future
Blog

Engaging for a Greener Future

Why engagement can be an effective way to support the energy sector’s transition to a lower-carbon future.

Newton responsible investment team
December 15, 2020
Responsible investment, Sustainable, Themes
Rug, Home Decor, Art
Blog

UK Equities: Deal or No Deal

We discuss the outlook for UK equities.

Louise Kernohan
December 10, 2020
Themes, UK equities
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
2021: better income outcomes?
Blog

2021: Better Income Outcomes?

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

Jon Bell
December 9, 2020
Global income, 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
Fast forward: A journey to the future of investment
Blog

Tomorrow’s World: Fast Forward to a Sustainable Future

We examine how the pandemic might pave the way to a more sustainable future.

Newton responsible investment team
November 17, 2020
Coronavirus, 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
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
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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.