Legal disclaimer

Cancel

Continue

The site you are about to enter is intended for investors from UK registered charities only and the content is suitable for retail investors.

By using this website I also confirm that:
I accept the Terms of Use and I agree to comply with them – View our Important information
I accept the BNY Mellon Privacy Notice and I agree to comply with it – View the BNY Mellon Privacy Notice
I accept and consent to the use of cookies and analytics – View our Cookie Policy

Cancel

Continue

Newton Investment Management

  • Portal login
  • UK Charities
UK Charities
  • About Newton
    Back
    • Our purpose
    • Our people
    • Our culture
    • Corporate responsibility
    • Diversity, equity and inclusion
    • Careers
  • Investment services
  • Strategies
    Back
    • Charity-focused funds
      Back
      • Newton Growth and Income Fund for Charities
      • Newton Sustainable Growth and Income Fund for Charities
      • Newton SRI Fund for Charities
    • Absolute return strategies
      Back
      • Global Dynamic Bond
      • Multi-Asset Diversified Return
      • Real Return
      • Sustainable Global Dynamic Bond
      • Sustainable Real Return
    • Income strategies
      Back
      • Growth and Income Fund for Charities
      • Global Dynamic Bond Income
      • Global Equity Income
      • Multi-Asset Income
      • Sustainable Global Equity Income
      • UK Equity Income
    • High-conviction strategies
      Back
      • Concentrated Global Equity
      • Global Equity
      • Sustainable Global Equity
    • Sustainable strategies
      Back
      • Newton Sustainable Growth and Income Fund for Charities
      • Sustainable Global Dynamic Bond
      • Sustainable Global Equity
      • Sustainable Global Equity Income
      • Sustainable Real Return
      • Sustainable Sterling Bond
    • All strategies
    • Quarterly updates
    • Fund literature
  • Themes
    Back
    • Our thematic investment process
    • Thematic investing: what it is and how we do it
    • Our investment themes
      Back
      • China influence
      • Consumer power
      • Earth matters
      • Financialisation
      • Healthy demand
      • Net effects
      • Population dynamics
      • Smart Revolution
      • State intervention
  • Responsible investment
  • Insights
    Back
    • Ukraine
    • The big picture
    • Fixed income
    • Global equities
    • Multi-asset
    • Real Return
    • Responsible and sustainable
    • Media
  • Blog
    Back
    • Authors
    • Archives
      Back
      • 2021
      • 2020
  • Prices
Newton Portal
UK Charities UK Charities

Insight

real return

Real Return
Video

Real Return – quarterly outlook

Portfolio manager Suzanne Hutchins discusses inflation, the geopolitical backdrop and key areas of opportunity.

17 May 2022
Macro views, Real Return
Video

Sustainable Real Return – quarterly outlook

Portfolio manager Phil Shucksmith discusses market outlook, the energy transition and key areas of engagement.

06 May 2022
Macro views, Real Return, Sustainable
Real Return outlook
Article

Real Return: 2022 outlook

Our Real Return team considers the investment implications of higher inflation and a central-bank regime shift.

07 January 2022
Macro views, Real Return
A monetary regime change or just a mild bout of inflation?
Article

A monetary regime change or just a mild bout of inflation?

Seeking out structural growth opportunities against an evolving backdrop.

20 December 2021
Macro views, Multi-asset, 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
20 December 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
15 October 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 cosy consensus on inflation.

Brendan Mulhern
02 September 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
28 May 2021
Coronavirus, 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
15 April 2021
Multi-asset, Real Return, Sector research
Gold, Box, Treasure
Blog

Gold: tailwinds?

We discuss the outlook for the precious metal.

Catherine Doyle
15 December 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
14 December 2020
Coronavirus, Macro views, Real Return
  • Site map
  • Social media
  • Cookie policy
  • Manage cookies
  • BNY Mellon privacy notice
  • Important information
  • Careers
  • Events
  • Contact
A BNY Mellon Company

Follow us

Select your location

Investor type

Individual Investors will be redirected to bnymellon.com

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. 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 document is for UK charities 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.