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Newton Investment Management

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Blog

Fly on the wall

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Text, Outdoors
Russian bear, Chinese dragon: feasting on honey or playing with fire?
Blog

Russian bear, Chinese dragon: feasting on honey or playing with fire?

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

Richard Bullock
08 April 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Server, Computer, Hardware
Blog

Retake on Double Take: Data privacy and regulating big tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

Raphael J. Lewis, Jack Encarnacao
07 April 2022
Industry views, Macro views, Sector research
‘I’s on the prize – income, inflation and infrastructure outlook
Blog

‘I’s on the prize – income, inflation and infrastructure outlook

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

James A Lydotes
04 April 2022
Global income, Sector research
Ukraine Russia war soldier
Blog

Russian bear: grizzly and exiled

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

Richard Bullock
21 March 2022
Macro views, Sector research, Ukraine
Sustainable bonds: a year of regulatory growth?
Blog

Sustainable bonds: a year of regulatory growth?

We highlight some trends that we believe will influence the sustainable fixed-income market in 2022.

Scott Freedman
16 March 2022
Fixed income, Responsible investment, Sustainable
ESG and data: the need for consistency
Blog

ESG and data: the need for consistency

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

Ian Burger
04 March 2022
Responsible investment, Sustainable
Russian bear out in the cold
Blog

Russian bear out in the cold

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

Richard Bullock
25 February 2022
Fixed income, Sector research, Ukraine
Emerging markets: three drivers of long-term growth
Blog

Emerging markets: three drivers of long-term growth

We discuss three key drivers of sustainable growth in emerging markets and the importance of strong corporate governance.

Ian Smith
09 February 2022
Emerging markets & Asia, Sustainable
Winter of discontent?
Blog

Winter of discontent?

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

Richard Bullock
02 February 2022
Emerging markets & Asia, Global equities, Sector research
On the rise…
Blog

On the rise…

We assess what the Fed’s latest monetary-policy signalling could mean for bond markets.

Paul Brain
28 January 2022
Fixed income, Macro views, Sector research
UK equities: time to keep a cool head
Blog

The value of a smile … it costs nothing but creates much

The importance of (and challenges with) valuing intangibles.

Jeremy Stuber
27 January 2022
Industry views, Sector research
Deal or no deal?
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

Richard Bullock
20 January 2022
Emerging markets & Asia, Global equities, Macro views, Ukraine
How fixed income can help deliver net zero
Blog

How fixed income can help deliver net zero

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

Scott Freedman
22 December 2021
Fixed income, Sustainable
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
06 December 2021
Real Return, Sector research
Is music streaming an industry friend or foe?
Blog

Is music streaming an industry friend or foe?

We assess the evolving market landscape of the music streaming industry.

Paul Flood
01 December 2021
Industry views, Multi-asset
Symbol, Road Sign, Sign
Blog

Inflation: stick or twist?

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

Paul Brain
29 November 2021
Fixed income
Engaging for healthy markets
Blog

Engaging for healthy markets

We discuss the benefits of collaborative engagement to reduce the social health impacts of the global food system.

Rebecca White
17 November 2021
Responsible investment, Sustainable
COP26: an inconvenient truth
Blog

COP26: an inconvenient truth

We explore the realities of carbon emissions and how emerging markets are key to achieving net zero.

Laura Sheehan, Ian Smith
16 November 2021
Emerging markets & Asia, Sustainable
Nature, Outdoors, Night
Blog

Remember, remember, the fourth of November

We assess the impact of a potential rate rise by the Bank of England next week.

Howard Cunningham
29 October 2021
Fixed income, Macro views
Outer Space, Space, Universe
Blog

Which areas of accounting need improving?

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

Jeremy Stuber
22 October 2021
Global equities, Industry views
Net zero: our approach
Blog

Net zero: our approach

With the focus on climate change heating up, we outline our efforts on the journey to net zero.

Lloyd McAllister
21 October 2021
Responsible investment, Sustainable
What’s behind the current energy crisis?
Blog

What’s behind the current energy crisis?

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

Paul Flood
19 October 2021
Multi-asset, 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
14 October 2021
Macro views, Real Return
Preserve and protect 
Blog

Is regenerative the new sustainable?

We discuss how regenerative agricultural practices go beyond ‘sustainable’.

Rebecca White
01 October 2021
Responsible investment, Sustainable
2021: better income outcomes?
Blog

Income stocks: economic recovery pays dividends

We discuss the outlook for income stocks.

Jon Bell
01 October 2021
Global income
Diversity engagement and voting policy
Blog

Why diversity, equity and inclusion matter

With, as yet, no definitive evidence that greater diversity leads to improved financial performance, we outline our approach.

Rebecca White
24 September 2021
Responsible investment
Insights
Blog

Time for taper tantrum II?

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

Paul Brain
17 September 2021
Fixed income, Themes
The rocky road to net zero
Blog

The high price of global recovery

We discuss why governments must lead against the stark realities of climate change in the post-Covid recovery.

Newton responsible investment team
09 September 2021
Responsible investment, Sustainable
Antenna, Electrical Device, Radio Telescope
Blog

UK technology stocks: under the radar?

We discuss opportunities in UK technology stocks.

Louise Kernohan
26 August 2021
Sector research, UK equities
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
25 August 2021
Real Return
Preserve and protect 
Blog

Why biodiversity is an engagement priority

We explain why biodiversity matters.

Rebecca White
16 August 2021
Responsible investment, Sustainable
Climate change: is a just transition possible?
Blog

Climate change: is a just transition possible?

Why climate change is not just an environmental issue.

Rebecca White
30 July 2021
Responsible investment, Sustainable
Something strange in bond markets
Blog

Something strange in bond markets…

We assess the drivers behind unusual recent moves in global bond markets and consider what may happen next.

Paul Brain
28 July 2021
Fixed income
Pushing back on plastic
Blog

Pushing back on plastic

As Plastic Free July continues, we assess opportunities around reducing the environmental impact of plastic and packaging waste.

Newton global research team
21 July 2021
Responsible investment, Sustainable
From niche to mainstream
Blog

From niche to mainstream

How sustainable fixed-income investing is growing in prominence, and why an active approach makes sense.

Catherine Doyle
29 June 2021
Fixed income, Responsible investment, Sustainable
Outer Space, Space, Universe
Blog

Global minimum tax: why it matters

Why we believe tax is under-analysed, and how it informs our broader view of governance.

Jeremy Stuber
24 June 2021
Industry views, Sector research
Nature, Outdoors, Field
Blog

Feeding a sustainable future

We explain why and how we are engaging with companies and partners to improve the global food-supply chain.

Rebecca White
09 June 2021
Sustainable
At a tipping point
Blog

At a tipping point?

Why the social element of ESG could soon be receiving the same level of scrutiny as environmental factors.

Newton responsible investment team
28 May 2021
Responsible investment, Sustainable
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
25 May 2021
Coronavirus, Macro views, Real Return
How to value a company during a pandemic
Blog

How to value a company during a pandemic

We discuss how the pandemic has distorted standard valuation measures.

Jeremy Stuber
14 May 2021
Industry views, Sector research
UK equities: time to keep a cool head
Blog

UK equities: time to keep a cool head

With a good degree of recovery priced in, we discuss the outlook for UK equities.

Louise Kernohan
06 May 2021
Themes, UK equities
Does ‘ESG’ spell ’embellished shiny grading?’
Blog

Does ‘ESG’ spell ’embellished shiny grading?’

The hyper focus on sustainable investing is reminiscent of previous bubbles, specifically the dot.com boom and bust.

Newton responsible investment team
27 April 2021
Responsible investment, Sustainable
Earth Day 2021: The Road to Net Zero
Blog

Earth Day 2021: the road to net zero

We assess how the pandemic has sharpened the focus of energy companies on the low-carbon energy transition.

Laura Sheehan
22 April 2021
Sustainable
India: Ready for a China-Style Takeoff?
Blog

India: Ready for a China-style take-off?

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

Ian Smith
13 April 2021
Emerging markets & Asia, Sector research
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
09 April 2021
Multi-asset, Real Return, Sector research
Inflationary Fears Overdone?
Blog

Inflationary fears overdone?

We assess the near and mid-term implications of central-bank and government policy for bond markets.

Paul Brain
07 April 2021
Fixed income, Macro views, Sector research
UK equities: why bond yields matter
Blog

UK equities: why bond yields matter

We assess the impact of rising bond yields on the UK equity market.

Louise Kernohan
23 March 2021
Themes, UK equities
Diversity engagement and voting policy
Blog

Responsible investing: the diversity dividend

Rebecca White discusses how we engage with companies on diversity and inclusion.

Rebecca White
19 March 2021
Responsible investment

Archive

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Emerging markets & Asia
Fixed income
Global equities
Global income
Industry views
Macro views
Multi-asset

Newton philosophy
Real Return
Responsible investment
Sector research
Sustainable
UK equities

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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 material is for institutional investors 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.