insights

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

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

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

With inflation showing signs of peaking and uncertainty over the path of monetary policy, how should investors respond?

Looking back on a year of multiple crises.

We examine the current macro backdrop and where investors can potentially find pockets of growth.

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

We take stock of the current climate, assess the risks and explore areas of opportunity.

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

How can a different approach to equity investment seek out opportunities in a radically different market regime?

What should diversity look like for charities?

We discuss the outlook for equity income investing.

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

We discuss our collaborative engagements on plant-based and alternative proteins.

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

Paul Brain explains why now could be a good time for investors to look for opportunities in fixed…

Paul Markham outlines how geopolitics, energy prices and the possibility of recession are affecting equity markets.

Alison El-Araby and Sarah Dickson discuss inflation, the risk of recession and the implications for charity investors.

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

Phil Shucksmith and Catherine Doyle explore climate change, COP 27 and the market outlook.

With the treatment of Amazon employees under intense scrutiny, we assess the facts and outline our engagement approach.

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

We discuss several of the key social impacts of social media, and why they matter to investors.

Widening geopolitical fault lines and monetary tightening provided an increasingly uncertain backdrop for investors during the third quarter.

Global infrastructure securities can hold up as a buffer in this inflationary environment.

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.

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?

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.

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

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.