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.
Unearthing potential opportunities. Highlighting possible risks.
Exploring Our Thematic Approach
At Newton, we believe there are certain key factors that will be instrumental in shaping the investment landscape over the coming years.
As investors, it is our job to cut through the noise and make sure that we spend our time focusing on these factors, as we believe this puts us in the best position to identify opportunities and manage risks.
We capture these ideas in a number of investment themes.
The Case for Thematic Investing
Why we believe using themes to guide an investment process can help to deliver long-term sustainable returns.
Our themes include the disruption from technological change, the increasing power of consumers, the impact of climate change, and the influence of China. We see such themes as indicative of long-term, structural trends that are likely to persist for some time.
Why Do Themes Matter?
In seeking to decipher opportunities from risks, investors have a very large universe to look at, and it is unrealistic for an investment manager to analyze the whole of it (and the almost infinite influences upon it).
Instead, we want to consider the trends that will shape the world of investment, and avoid being distracted by market noise. Our themes are therefore intended to provide perspective and allow our global research analysts and portfolio managers to focus their time on the areas of greatest importance.
How Do We Use Themes?
For many of our investment strategies, themes facilitate both our top-down and bottom-up idea-generation process. From initial, high-level research prioritization to portfolio construction, themes help to shape our investment outlook and positioning. Employing themes in our investment process not only alerts us to potential opportunities, but also serves to highlight possible risks.
Themes in Detail
To find out more about some of Newton Investment Management Ltd’s themes in detail, and the ideas within these themes that we are currently focusing on, please click on the icons below.