The big picture

Andy Warwick and Aron Pataki assess the market outlook and discuss where they see opportunities.

We outline why AI may be transformative for almost every business, and the implications for charity investors.

Paul Markham discusses how recent bank failures have affected the outlook for equity markets.

Alison El-Araby and Sarah Dickson discuss why the outlook remains cautious despite a relatively positive start to 2023.

Paul Brain assesses what volatility means for fixed-income markets and explores the key areas of opportunity.

Portfolio manager Jon Bell considers the key structural changes driving markets and the outlook for equity income.

As market participants navigate China’s reopening, banking turmoil and an uncertain monetary-policy trajectory, we consider the investment implications.

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

Listen to why and how Newton uses macro and micro themes as part of its investment research.

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

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

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.

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.

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

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

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

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

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.

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?

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.

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

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.