insights

ESG ratings play an important role in asset management, but we believe their application needs to be better…

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

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

How could scalable technology help mitigate the impacts of climate change?

Why should we be concerned about investing in climate crisis adaption today?

After a brutal year for financial-market participants, are there blue skies on the horizon?

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

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

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

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?

We explore potentially life-saving advanced driver assistance system technology.

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

Looking back on a year of multiple crises.

We discuss the evolution of sustainability reporting.

Bond investors can play a pivotal role in moving the planet to a lower-carbon way of life.

How far can the bond rally go?

We describe the opportunities and challenges facing the UK equity market in 2023.

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

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

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

We discuss our 2023 outlook.

Explore how commercial real estate can build from pandemic lows as offices reopen.

We discuss the uncertain outlook facing the global economy and financial markets.

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

Why we believe emerging markets offer the most exciting backdrop for sustainable investing in the world today.

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

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

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

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

We discuss the outlook for equity income investing.

We assess the impact of the UK government’s Autumn Statement on the gilt market.

Have DC schemes and master trusts been unfairly criticised for being too focused on fees and efficiency?

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

Why we believe effective sustainable engagement requires a truly holistic approach and a focus on quality over quantity.

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.

How do we balance our role as stewards of our clients’ money with our obligations as sustainable investors?

Can bonds once again play a bigger role as part of a well-diversified portfolio?

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

What are the barriers to safe autonomous driving?

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.

As UK inflation returns to double digits, we expose the riskiness of cash and examine recent equity performance.

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

Assessing the UK’s monetary and fiscal predicament.

Paul Birchenough considers what ongoing geopolitical uncertainty means for emerging markets, and where the opportunities may lie.