insights

We consider how charity trustees can arrive at a sustainable spending or withdrawals policy for their endowment.

We explore the key investment risks and opportunities associated with the gaming industry.

Rebecca White outlines the investment implications of the future of work.

Energy security and decarbonisation: are they mutually exclusive?

In the aftermath of the emissions scandal, we assess the auto manufacturer's credentials as a sustainable investment.

Our fixed income team engaged with the retailer to discuss palm oil, greenwashing and more.

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

Portfolio manager Phil Shucksmith covers nature and biodiversity, net zero and the energy transition in this quarter’s outlook.

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

Portfolio manager Paul Markham considers what interest rate hikes and the return of inflation mean for equity markets.

Portfolio manager Suzanne Hutchins discusses the implications of inflation, interest rates and the Chinese economy for investors.

How our Real Return team seeks to find long-term growth opportunities amid prolonged market volatility and rising inflation.

Portfolio manager Paul Brain assesses the main factors driving fixed-income markets and the key areas of opportunity.

Alison El-Araby and Rorie Evans discuss interest-rate rises, inflation and the key areas of opportunity.

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

Geopolitical tensions remained high and inflationary forces intensified during the second quarter. What are the implications for investors?

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

Find out how Newton is tackling global carbon emissions.

Learn about what has happened to income and the opportunities in charity portfolios

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

Hear equity CIO John Porter discuss investment opportunities within the US small and mid-cap sector.

Why deglobalisation and supply shortages are leading to greater government intervention.

Find out how streaming has changed the economics of the music industry.

Understand the three implications of the changing globalisation pattern for charity investors.

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

We analyse the steps we believe will be necessary to collectively achieve net-zero global carbon emissions.

What has happened to income, and what are the challenges and opportunities facing charity investors now?

We discuss how investors assess and monitor acquisitions.

Defining Newton's approach to driving down carbon emissions.

We believe alternatives look attractive for income-oriented strategies as the fixed-income rout continues.

A short look at our engagement and voting policy.

Using fixed income to help navigate a rising interest-rate environment.

How the Ukraine conflict could change the geopolitical and investment landscape.

In our first session, we seek to help you understand your investment responsibilities as a trustee.

In our second session, we look at the different types and key components of benchmarks.

In our third session, we discuss how to establish your charity’s investment objectives and policy.

Why we believe nutrition and health should be key considerations for investors.

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

The implications of Russia's new pariah status

We assess the need for global consistency and guidelines on sustainable investment.

We assess the possible investment implications of Russia’s invasion of Ukraine.

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

Why we believe our sovereign sustainability process is a key differentiator.

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

We outline our thoughts on the prospects for global fixed-income markets as we move towards a low-carbon economy.